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Focus Partners Wealth: CLX position timeline

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

Focus Partners Wealth held 48,276 CLX 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 48,276 shares
    Change vs previous 13F -49,365 shares

    <0.01% of the 13F portfolio, value $4,607,625.

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

    • Focus Partners Wealth: 44,755 shares
    • Focus Partners Advisor Solutions, LLC: 3,521 shares

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

  2. period ended2026-03-31
    13F 97,641 shares
    Change vs previous 13F +54,306 shares

    0.01% of the 13F portfolio, value $10,096,913.

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

    • Focus Partners Wealth: 93,845 shares
    • Focus Partners Advisor Solutions, LLC: 3,796 shares

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

  3. period ended2025-12-31
    13F 43,335 shares
    Change vs previous 13F +27,335 shares

    0.01% of the 13F portfolio, value $4,409,063.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,335 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 16,000 shares
    Change vs previous 13F -1,505 shares

    <0.01% of the 13F portfolio, value $1,859,146.

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

    • Focus Partners Wealth: 13,149 shares
    • Focus Partners Advisor Solutions, LLC: 2,851 shares

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

  5. period ended2025-06-30
    13F 17,505 shares
    Change vs previous 13F -6,415 shares

    <0.01% of the 13F portfolio, value $2,101,687.

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

    • Focus Partners Wealth: 13,364 shares
    • Focus Partners Advisor Solutions, LLC: 4,141 shares

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

  6. period ended2025-03-31
    13F/A 23,920 shares
    Change vs previous 13F +6,673 shares

    0.01% of the 13F portfolio, value $3,522,420.

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

    • Focus Partners Wealth: 14,936 shares
    • Focus Partners Advisor Solutions, LLC: 8,984 shares

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

  7. period ended2024-12-31
    13F/A 17,247 shares
    Change vs previous 13F -5,939 shares

    0.01% of the 13F portfolio, value $2,801,128.

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

    • Focus Partners Wealth: 11,849 shares
    • Focus Partners Advisor Solutions, LLC: 5,398 shares

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

  8. period ended2024-09-30
    13F 23,186 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,866,392.

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

    • Focus Partners Wealth: 17,419 shares
    • Focus Partners Advisor Solutions, LLC: 5,767 shares

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