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Disclosery

RIDGECREST WEALTH PARTNERS, LLC: CLX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIDGECREST WEALTH PARTNERS, LLC on CLX, newest first. How the timeline and the estimate are built.

RIDGECREST WEALTH PARTNERS, LLC held 2,312 CLX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,312 shares
    Change vs previous 13F +2,312 shares

    0.11% of the 13F portfolio, value $220,675.

    13F-HR 0001860719-26-000004 filed by RIDGECREST WEALTH 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,204 shares

    13F-HR 0001860719-26-000001 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,204 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $271,753.

    13F-HR 0001860719-25-000007 filed by RIDGECREST WEALTH 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 ended2025-06-30
    13F 2,204 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $264,634.

    13F-HR 0001860719-25-000005 filed by RIDGECREST WEALTH 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 ended2025-03-31
    13F 2,204 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $324,539.

    13F-HR 0001860719-25-000003 filed by RIDGECREST WEALTH 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 ended2024-12-31
    13F 2,204 shares
    Change vs previous 13F -725 shares

    0.19% of the 13F portfolio, value $357,952.

    13F-HR 0001860719-25-000001 filed by RIDGECREST WEALTH 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 ended2024-09-30
    13F 2,929 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $477,163.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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