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Plum Street Advisors, LLC: CLIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plum Street Advisors, LLC on CLIP, newest first. How the timeline and the estimate are built.

Plum Street Advisors, LLC held 21,964 CLIP 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 21,964 shares
    Change vs previous 13F -388 shares

    0.7% of the 13F portfolio, value $2,203,868.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 22,352 shares
    Change vs previous 13F +621 shares

    0.78% of the 13F portfolio, value $2,243,247.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 21,731 shares
    Change vs previous 13F +6,018 shares

    0.77% of the 13F portfolio, value $2,175,490.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 15,713 shares
    Change vs previous 13F +1,230 shares

    0.61% of the 13F portfolio, value $1,577,899.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 14,483 shares
    Change vs previous 13F -324 shares

    0.64% of the 13F portfolio, value $1,454,383.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 14,807 shares
    Change vs previous 13F +4,011 shares

    0.72% of the 13F portfolio, value $1,487,215.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 10,796 shares
    Change vs previous 13F +3,639 shares

    0.53% of the 13F portfolio, value $1,080,680.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 7,157 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $719,279.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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