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Disclosery

StrongBox Wealth, LLC: CL position timeline

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

StrongBox Wealth, LLC held 22,585 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,585 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,070,593.

    13F-HR 0001812155-26-000002 filed by StrongBox 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 22,585 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,924,920.

    13F-HR 0001172661-26-001636 filed by StrongBox 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 22,585 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,784,667.

    13F-HR 0001172661-26-000233 filed by StrongBox 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 22,585 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,805,445.

    13F-HR 0001172661-25-004182 filed by StrongBox Wealth, 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 22,585 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,052,977.

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, 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 22,585 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,116,215.

    13F-HR 0001172661-25-001754 filed by StrongBox Wealth, 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 22,585 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $2,053,202.

    13F-HR 0001172661-25-000188 filed by StrongBox Wealth, 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 22,585 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,344,549.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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