McElhenny Sheffield Capital Management, LLC: CLIP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McElhenny Sheffield Capital Management, LLC on CLIP, newest first. How the timeline and the estimate are built.
McElhenny Sheffield Capital Management, LLC held 0 CLIP shares at 2025-09-30 per its 13F-HR filed 2025-10-21.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -3,263 shares
13F-HR 0001754960-25-000701 filed by McElhenny Sheffield Capital Management, 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/A 3,263 sharesChange vs previous 13F -4,228 shares
0.09% of the 13F portfolio, value $327,625.
13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield Capital Management, 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 7,491 sharesChange vs previous 13F +2,234 shares
0.28% of the 13F portfolio, value $752,396.
13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, 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 5,257 sharesChange vs previous 13F -4,346 shares
0.18% of the 13F portfolio, value $526,226.
13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, 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 9,603 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $965,102.
13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).