Partnership Wealth Management, LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnership Wealth Management, LLC on CL, newest first. How the timeline and the estimate are built.
Partnership Wealth Management, LLC held 17,254 CL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 17,254 sharesChange vs previous 13F 0 shares
1.05% of the 13F portfolio, value $1,472,111.
13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 17,254 sharesChange vs previous 13F 0 shares
1.07% of the 13F portfolio, value $1,581,847.
13F-HR 0002010656-26-000004 filed by Partnership Wealth Management, 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 17,254 sharesChange vs previous 13F 0 shares
1.12% of the 13F portfolio, value $1,470,558.
13F-HR 0002010656-26-000003 filed by Partnership Wealth Management, 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 17,254 sharesChange vs previous 13F 0 shares
0.98% of the 13F portfolio, value $1,363,411.
13F-HR 0002010656-26-000001 filed by Partnership Wealth Management, 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 17,254 sharesChange vs previous 13F 0 shares
1.06% of the 13F portfolio, value $1,379,285.
13F-HR 0002010656-25-000007 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,254 sharesChange vs previous 13F 0 shares
1.27% of the 13F portfolio, value $1,568,389.
13F-HR 0002010656-25-000004 filed by Partnership Wealth 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 17,254 sharesChange vs previous 13F 0 shares
1.37% of the 13F portfolio, value $1,616,700.
13F-HR 0002010656-25-000003 filed by Partnership Wealth 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 17,254 sharesChange vs previous 13F not available
1.31% of the 13F portfolio, value $1,568,561.
13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).