Skip to content
Disclosery

Norris Financial Group, LLC: CLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on CLS, newest first. How the timeline and the estimate are built.

Norris Financial Group, LLC held 8,750 CLS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,750 shares
    Change vs previous 13F -45 shares

    1.27% of the 13F portfolio, value $3,190,362.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 8,795 shares
    Change vs previous 13F +251 shares

    0.81% of the 13F portfolio, value $2,473,364.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 8,544 shares
    Change vs previous 13F -920 shares

    0.86% of the 13F portfolio, value $2,530,970.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 9,464 shares
    Change vs previous 13F -15,809 shares

    0.85% of the 13F portfolio, value $2,329,739.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 25,273 shares
    Change vs previous 13F +10,434 shares

    1.61% of the 13F portfolio, value $3,941,273.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 14,839 shares
    Change vs previous 13F -21,813 shares

    0.55% of the 13F portfolio, value $1,170,538.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 36,652 shares
    Change vs previous 13F -9,556 shares

    1.59% of the 13F portfolio, value $3,381,260.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 46,208 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,365,133.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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