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Disclosery

WINNACLE WEALTH LLC: CL position timeline

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

WINNACLE WEALTH LLC held 11,449 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,449 shares
    Change vs previous 13F -401 shares

    0.71% of the 13F portfolio, value $1,049,651.

    13F-HR 0001754960-26-000581 filed by WINNACLE 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 11,850 shares
    Change vs previous 13F -691 shares

    0.78% of the 13F portfolio, value $1,009,985.

    13F-HR 0001754960-26-000391 filed by WINNACLE 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 12,541 shares
    Change vs previous 13F -190 shares

    0.74% of the 13F portfolio, value $1,003,280.

    13F-HR 0002079687-26-000002 filed by WINNACLE 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 12,731 shares
    Change vs previous 13F +12,471 shares

    0.8% of the 13F portfolio, value $1,018,480.

    13F-HR 0002079687-25-000005 filed by WINNACLE 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 260 shares
    Change vs previous 13F -11,015 shares

    0.02% of the 13F portfolio, value $23,634.

    13F-HR 0002079687-25-000001 filed by WINNACLE 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 11,275 shares
    Change vs previous 13F +922 shares

    0.97% of the 13F portfolio, value $1,056,417.

    13F-HR 0002079687-25-000004 filed by WINNACLE 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 10,353 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $920,579.

    13F-HR 0002079687-25-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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