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Disclosery

LeClair Wealth Partners LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LeClair Wealth Partners LLC on CB, newest first. How the timeline and the estimate are built.

LeClair Wealth Partners LLC held 1,486 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,486 shares
    Change vs previous 13F -492 shares

    0.26% of the 13F portfolio, value $506,259.

    13F-HR 0001765380-26-000269 filed by LeClair Wealth Partners 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 1,978 shares
    Change vs previous 13F +497 shares

    0.22% of the 13F portfolio, value $644,808.

    13F-HR 0001765380-26-000162 filed by LeClair Wealth Partners 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 1,481 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $462,250.

    13F-HR 0001765380-26-000105 filed by LeClair Wealth Partners 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 1,481 shares
    Change vs previous 13F +373 shares

    0.26% of the 13F portfolio, value $418,012.

    13F-HR 0001765380-25-000465 filed by LeClair Wealth Partners 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 1,108 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $321,010.

    13F-HR 0001765380-25-000291 filed by LeClair Wealth Partners 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 1,108 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $334,605.

    13F-HR 0001765380-25-000227 filed by LeClair Wealth Partners LLC
    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 1,108 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $306,140.

    13F-HR 0001765380-25-000117 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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