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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

  1. period ended2026-09-30
    13F 17,254 shares
    Change 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

  2. period ended2026-06-30
    13F 17,254 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 17,254 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 17,254 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 17,254 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 17,254 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 17,254 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 17,254 shares
    Change 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), ingested

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