Private Wealth Partners, LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Partners, LLC on CL, newest first. How the timeline and the estimate are built.
Private Wealth Partners, LLC held 13,275 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 13,275 sharesChange vs previous 13F -400 shares
0.09% of the 13F portfolio, value $1,217,052.
13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 13,675 sharesChange vs previous 13F -1,200 shares
0.09% of the 13F portfolio, value $1,165,520.
13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 14,875 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,175,423.
13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 14,875 sharesChange vs previous 13F -135 shares
0.08% of the 13F portfolio, value $1,189,108.
13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 15,010 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $1,364,409.
13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 15,010 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $1,406,437.
13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 15,010 sharesChange vs previous 13F -1,800 shares
0.1% of the 13F portfolio, value $1,364,559.
13F-HR 0001085146-25-000680 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,810 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,745,046.
13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).