HORAN Wealth, LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HORAN Wealth, LLC on CL, newest first. How the timeline and the estimate are built.
HORAN Wealth, LLC held 4,018 CL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F/A 4,018 sharesChange vs previous 13F -5,290 shares
0.05% of the 13F portfolio, value $368,412.
13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,308 sharesChange vs previous 13F +4,849 shares
0.07% of the 13F portfolio, value $742,352.
13F-HR 0002072569-26-000003 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,459 sharesChange vs previous 13F +151 shares
0.05% of the 13F portfolio, value $352,354.
13F-HR 0002072569-26-000001 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,308 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $344,391.
13F-HR 0002072569-25-000001 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).