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NOVARE CAPITAL MANAGEMENT LLC: CSL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NOVARE CAPITAL MANAGEMENT LLC on CSL, newest first. How the timeline and the estimate are built.

NOVARE CAPITAL MANAGEMENT LLC held 32,528 CSL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,528 shares
    Change vs previous 13F +1,593 shares

    0.84% of the 13F portfolio, value $11,799,633.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL 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 30,935 shares
    Change vs previous 13F +1,605 shares

    0.82% of the 13F portfolio, value $10,320,578.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL 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 29,330 shares
    Change vs previous 13F +4,040 shares

    0.7% of the 13F portfolio, value $9,381,494.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT 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 25,290 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $8,319,399.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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