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McAlvany Wealth Management LLC: CLIP position timeline

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

McAlvany Wealth Management LLC held 9,478 CLIP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,478 shares
    Change vs previous 13F -30 shares

    0.71% of the 13F portfolio, value $951,023.

    13F-HR 0002123857-26-000004 filed by McAlvany Wealth Management 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/A 9,508 shares
    Change vs previous 13F -3,525 shares

    0.64% of the 13F portfolio, value $954,128.

    13F-HR/A 0002123857-26-000003 filed by McAlvany Wealth Management 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 13,033 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,304,734.

    13F-HR 0002123857-26-000001 filed by McAlvany Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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