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Suncoast Equity Management: CLS position timeline

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

Suncoast Equity Management held 5,710 CLS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,710 shares
    Change vs previous 13F -335 shares

    0.26% of the 13F portfolio, value $2,082,992.

    13F-HR 0001315059-26-000005 filed by Suncoast Equity Management
    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 6,045 shares
    Change vs previous 13F -1,365 shares

    0.2% of the 13F portfolio, value $1,702,582.

    13F-HR 0001315059-26-000004 filed by Suncoast Equity Management
    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/A 7,410 shares
    Change vs previous 13F -195 shares

    0.22% of the 13F portfolio, value $2,191,533.

    13F-HR/A 0001315059-26-000002 filed by Suncoast Equity Management
    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 7,605 shares
    Change vs previous 13F +175 shares

    0.19% of the 13F portfolio, value $1,873,298.

    13F-HR 0001315059-25-000009 filed by Suncoast Equity Management
    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/A 7,430 shares
    Change vs previous 13F +490 shares

    0.12% of the 13F portfolio, value $1,159,577.

    13F-HR/A 0001315059-25-000007 filed by Suncoast Equity Management
    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 6,940 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $547,068.

    13F-HR 0001315059-25-000005 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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