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CWC Advisors, LLC.: CLOZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWC Advisors, LLC. on CLOZ, newest first. How the timeline and the estimate are built.

CWC Advisors, LLC. held 142,226 CLOZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,226 shares
    Change vs previous 13F -1,308 shares

    1.67% of the 13F portfolio, value $3,757,611.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 143,534 shares
    Change vs previous 13F +2,317 shares

    1.75% of the 13F portfolio, value $3,681,647.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 141,217 shares
    Change vs previous 13F +9,142 shares

    1.81% of the 13F portfolio, value $3,739,426.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 132,075 shares
    Change vs previous 13F -5,429 shares

    1.73% of the 13F portfolio, value $3,542,252.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,504 shares
    Change vs previous 13F +13,268 shares

    1.9% of the 13F portfolio, value $3,676,857.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 124,236 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,300,941.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).