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Prestige Wealth Management Group LLC: CL position timeline

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

Prestige Wealth Management Group LLC held 145,809 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,809 shares
    Change vs previous 13F -1,400 shares

    2.43% of the 13F portfolio, value $13,367,801.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management 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 147,209 shares
    Change vs previous 13F +87 shares

    2.46% of the 13F portfolio, value $12,546,651.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management 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 147,122 shares
    Change vs previous 13F -86 shares

    2.22% of the 13F portfolio, value $11,625,604.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management 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/A 147,208 shares
    Change vs previous 13F -2,422 shares

    2.27% of the 13F portfolio, value $11,767,829.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management 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/A 149,630 shares
    Change vs previous 13F +1,991 shares

    2.77% of the 13F portfolio, value $13,601,390.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management 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/A 147,639 shares
    Change vs previous 13F +69 shares

    2.96% of the 13F portfolio, value $13,833,794.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management 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/A 147,570 shares
    Change vs previous 13F -877 shares

    2.79% of the 13F portfolio, value $13,415,605.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management 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/A 148,447 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $15,410,299.

    13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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