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FIRST TRUST ADVISORS LP: CLMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on CLMB, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 62,038 CLMB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,038 shares
    Change vs previous 13F +3,312 shares

    <0.01% of the 13F portfolio, value $1,439,901.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 58,726 shares
    Change vs previous 13F +44,124 shares

    <0.01% of the 13F portfolio, value $1,163,949.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 14,602 shares
    Change vs previous 13F +712 shares

    <0.01% of the 13F portfolio, value $1,500,939.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 13,890 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $1,872,927.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 13,899 shares
    Change vs previous 13F +758 shares

    <0.01% of the 13F portfolio, value $1,485,942.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 13,141 shares
    Change vs previous 13F +987 shares

    <0.01% of the 13F portfolio, value $1,455,497.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 12,154 shares
    Change vs previous 13F -1,327 shares

    <0.01% of the 13F portfolio, value $1,540,519.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 13,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,341,898.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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