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HF Advisory Group, LLC: CLM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HF Advisory Group, LLC on CLM, newest first. How the timeline and the estimate are built.

HF Advisory Group, LLC held 26,642 CLM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,642 shares
    Change vs previous 13F +1,158 shares

    0.05% of the 13F portfolio, value $170,507.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,484 shares
    Change vs previous 13F +985 shares

    0.06% of the 13F portfolio, value $192,658.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,499 shares
    Change vs previous 13F +924 shares

    0.06% of the 13F portfolio, value $178,354.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 23,575 shares
    Change vs previous 13F +830 shares

    0.07% of the 13F portfolio, value $197,086.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,745 shares
    Change vs previous 13F +806 shares

    0.07% of the 13F portfolio, value $188,331.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,939 shares
    Change vs previous 13F +836 shares

    0.07% of the 13F portfolio, value $178,142.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,103 shares
    Change vs previous 13F +51 shares

    0.07% of the 13F portfolio, value $156,798.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,052 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $180,837.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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