Moss Adams Wealth Advisors LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moss Adams Wealth Advisors LLC on CL, newest first. How the timeline and the estimate are built.
Moss Adams Wealth Advisors LLC held 3,585 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,585 sharesChange vs previous 13F +173 shares
0.02% of the 13F portfolio, value $328,679.
13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors 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 3,412 sharesChange vs previous 13F +221 shares
0.02% of the 13F portfolio, value $290,784.
13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors 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 3,191 sharesChange vs previous 13F +3,191 shares
0.02% of the 13F portfolio, value $252,191.
13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors 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 0 sharesChange vs previous 13F -2,209 shares
13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors 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 2,209 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $200,826.
13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).