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Trust Investment Advisors: CLS position timeline

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

Trust Investment Advisors held 20,876 CLS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,876 shares
    Change vs previous 13F -262 shares

    3.64% of the 13F portfolio, value $7,614,814.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    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 21,138 shares
    Change vs previous 13F -11 shares

    3.48% of the 13F portfolio, value $5,952,321.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    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 21,149 shares
    Change vs previous 13F +647 shares

    3.33% of the 13F portfolio, value $6,254,335.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    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 20,502 shares
    Change vs previous 13F -1,355 shares

    2.84% of the 13F portfolio, value $5,051,283.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 21,857 shares
    Change vs previous 13F -488 shares

    2.07% of the 13F portfolio, value $3,412,096.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    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 22,345 shares
    Change vs previous 13F +878 shares

    1.13% of the 13F portfolio, value $1,761,009.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    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 21,467 shares
    Change vs previous 13F -2,528 shares

    1.26% of the 13F portfolio, value $1,981,404.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    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 23,995 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,226,624.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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