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Focus Partners Wealth: CL position timeline

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

Focus Partners Wealth held 307,977 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,977 shares
    Change vs previous 13F +50,086 shares

    0.03% of the 13F portfolio, value $28,236,090.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 286,346 shares
    • Focus Partners Advisor Solutions, LLC: 21,631 shares

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

  2. period ended2026-03-31
    13F 257,891 shares
    Change vs previous 13F +15,155 shares

    0.02% of the 13F portfolio, value $21,942,272.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 252,733 shares
    • Focus Partners Advisor Solutions, LLC: 5,158 shares

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

  3. period ended2025-12-31
    13F 242,736 shares
    Change vs previous 13F +46,856 shares

    0.02% of the 13F portfolio, value $19,189,145.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 195,880 shares
    Change vs previous 13F +2,048 shares

    0.03% of the 13F portfolio, value $15,540,816.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 195,880 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 193,832 shares
    Change vs previous 13F +434 shares

    0.03% of the 13F portfolio, value $17,618,370.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 186,206 shares
    • Focus Partners Advisor Solutions, LLC: 7,626 shares

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

  6. period ended2025-03-31
    13F/A 193,398 shares
    Change vs previous 13F +3,082 shares

    0.04% of the 13F portfolio, value $18,121,582.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 181,190 shares
    • Focus Partners Advisor Solutions, LLC: 12,208 shares

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

  7. period ended2024-12-31
    13F/A 190,316 shares
    Change vs previous 13F +30,357 shares

    0.04% of the 13F portfolio, value $17,301,804.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 179,636 shares
    • Focus Partners Advisor Solutions, LLC: 10,680 shares

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

  8. period ended2024-09-30
    13F 159,959 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,605,497.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 146,417 shares
    • Focus Partners Advisor Solutions, LLC: 13,542 shares

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