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Elite Wealth Management, Inc.: CLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elite Wealth Management, Inc. on CLS, newest first. How the timeline and the estimate are built.

Elite Wealth Management, Inc. held 16,648 CLS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,648 shares
    Change vs previous 13F -1,404 shares

    1.8% of the 13F portfolio, value $6,073,190.

    13F-HR 0001622757-26-000004 filed by Elite Wealth Management, Inc.
    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 18,052 shares
    Change vs previous 13F +343 shares

    1.65% of the 13F portfolio, value $5,084,887.

    13F-HR 0001622757-26-000003 filed by Elite Wealth Management, Inc.
    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 17,709 shares
    Change vs previous 13F -1,034 shares

    1.43% of the 13F portfolio, value $5,234,957.

    13F-HR 0001622757-26-000002 filed by Elite Wealth Management, Inc.
    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 18,743 shares
    Change vs previous 13F -13,030 shares

    1.2% of the 13F portfolio, value $4,617,900.

    13F-HR 0001622757-25-000008 filed by Elite Wealth Management, Inc.
    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 31,773 shares
    Change vs previous 13F -56,119 shares

    1.63% of the 13F portfolio, value $4,960,083.

    13F-HR 0001622757-25-000004 filed by Elite Wealth Management, Inc.
    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 87,892 shares
    Change vs previous 13F -97,809 shares

    1.99% of the 13F portfolio, value $6,926,769.

    13F-HR 0001622757-25-000003 filed by Elite Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 185,701 shares
    Change vs previous 13F -15,623 shares

    4.01% of the 13F portfolio, value $17,140,202.

    13F-HR 0001622757-25-000002 filed by Elite Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 201,324 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $10,291,683.

    13F-HR 0001622757-24-000006 filed by Elite Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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