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Disclosery

Successful Portfolios LLC: C position timeline

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

Successful Portfolios LLC held 2,534 C shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,534 shares
    Change vs previous 13F -5 shares

    0.15% of the 13F portfolio, value $325,682.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,539 shares
    Change vs previous 13F -163 shares

    0.17% of the 13F portfolio, value $355,089.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,702 shares
    Change vs previous 13F -4 shares

    0.16% of the 13F portfolio, value $293,743.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,706 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $328,318.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,705 shares
    Change vs previous 13F -219 shares

    0.16% of the 13F portfolio, value $274,579.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,924 shares
    Change vs previous 13F -43 shares

    0.15% of the 13F portfolio, value $248,873.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,967 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $210,633.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,966 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $208,744.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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