Skip to content
Disclosery

MPWM ADVISORY SOLUTIONS, LLC: CLOI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MPWM ADVISORY SOLUTIONS, LLC on CLOI, newest first. How the timeline and the estimate are built.

MPWM ADVISORY SOLUTIONS, LLC held 103,696 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,696 shares
    Change vs previous 13F +4,439 shares

    2.51% of the 13F portfolio, value $5,490,687.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 99,257 shares
    Change vs previous 13F +7,351 shares

    2.77% of the 13F portfolio, value $5,230,833.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 91,906 shares
    Change vs previous 13F +39,122 shares

    2.7% of the 13F portfolio, value $4,853,549.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 52,784 shares
    Change vs previous 13F +365 shares

    1.67% of the 13F portfolio, value $2,802,814.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 52,419 shares
    Change vs previous 13F +2,603 shares

    1.76% of the 13F portfolio, value $2,775,594.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 49,816 shares
    Change vs previous 13F -8,359 shares

    1.91% of the 13F portfolio, value $2,632,290.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 58,175 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $3,069,907.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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