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Savvy Advisors, Inc.: CL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on CL, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 8,446 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,446 shares
    Change vs previous 13F +1,278 shares

    0.02% of the 13F portfolio, value $774,367.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 7,168 shares
    Change vs previous 13F +1,254 shares

    0.02% of the 13F portfolio, value $610,951.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 5,914 shares
    Change vs previous 13F +2,678 shares

    0.02% of the 13F portfolio, value $467,303.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 3,236 shares
    Change vs previous 13F -2,358 shares

    0.01% of the 13F portfolio, value $258,675.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 5,594 shares
    Change vs previous 13F +1,981 shares

    0.03% of the 13F portfolio, value $508,495.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 3,613 shares
    Change vs previous 13F -62 shares

    0.03% of the 13F portfolio, value $338,538.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 3,675 shares
    Change vs previous 13F +356 shares

    0.04% of the 13F portfolio, value $334,094.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 3,319 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $344,545.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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