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Disclosery

Rockport Wealth LLC: CLOX position timeline

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

Rockport Wealth LLC held 23,425 CLOX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,425 shares
    Change vs previous 13F -175 shares

    0.1% of the 13F portfolio, value $600,032.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 23,600 shares
    Change vs previous 13F +8,286 shares

    0.11% of the 13F portfolio, value $603,451.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 15,314 shares
    Change vs previous 13F +5,867 shares

    0.08% of the 13F portfolio, value $390,660.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 9,447 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $241,560.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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