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Disclosery

Proficio Capital Partners LLC: CEFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proficio Capital Partners LLC on CEFS, newest first. How the timeline and the estimate are built.

Proficio Capital Partners LLC held 59,455 CEFS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,455 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,524,426.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 59,455 shares
    Change vs previous 13F -820 shares

    0.07% of the 13F portfolio, value $1,340,710.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 60,275 shares
    Change vs previous 13F -10,701 shares

    0.1% of the 13F portfolio, value $1,388,736.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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 70,976 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,616,131.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 70,976 shares
    Change vs previous 13F -16,680 shares

    0.1% of the 13F portfolio, value $1,578,514.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 87,656 shares
    Change vs previous 13F -12,615 shares

    0.14% of the 13F portfolio, value $1,873,487.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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 100,271 shares
    Change vs previous 13F -3,140 shares

    0.17% of the 13F portfolio, value $2,147,812.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 103,411 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,300,902.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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