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Disclosery

Rockport Wealth LLC: CLS position timeline

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

Rockport Wealth LLC held 53,407 CLS 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 53,407 shares
    Change vs previous 13F -4,405 shares

    3.27% of the 13F portfolio, value $19,482,874.

    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 57,812 shares
    Change vs previous 13F -3,185 shares

    2.96% of the 13F portfolio, value $16,276,880.

    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 60,997 shares
    Change vs previous 13F -1,445 shares

    3.51% of the 13F portfolio, value $18,031,323.

    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 62,442 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $15,384,459.

    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).