Financial & Tax Architects, LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial & Tax Architects, LLC on CL, newest first. How the timeline and the estimate are built.
Financial & Tax Architects, LLC held 0 CL shares at 2025-09-30 per its 13F-HR filed 2025-11-05.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -69,377 shares
13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 69,377 sharesChange vs previous 13F +65,558 shares
1.53% of the 13F portfolio, value $6,306,385.
13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,819 sharesChange vs previous 13F +65 shares
0.09% of the 13F portfolio, value $357,876.
13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,754 sharesChange vs previous 13F -56,882 shares
0.09% of the 13F portfolio, value $341,243.
13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 60,636 sharesChange vs previous 13F not available
1.62% of the 13F portfolio, value $6,294,621.
13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).