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Disclosery

Adams Wealth Management: CLOA position timeline

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

Adams Wealth Management held 208,208 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,208 shares
    Change vs previous 13F +12,811 shares

    2.07% of the 13F portfolio, value $10,808,097.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    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 195,397 shares
    Change vs previous 13F +2,045 shares

    2.22% of the 13F portfolio, value $10,128,423.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    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 193,352 shares
    Change vs previous 13F -51,678 shares

    2.13% of the 13F portfolio, value $10,004,941.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    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 245,030 shares
    Change vs previous 13F -13,194 shares

    2.73% of the 13F portfolio, value $12,733,003.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    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 258,224 shares
    Change vs previous 13F -64,583 shares

    2.55% of the 13F portfolio, value $13,407,009.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    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 322,807 shares
    Change vs previous 13F +15,421 shares

    3.28% of the 13F portfolio, value $16,714,925.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    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 307,386 shares
    Change vs previous 13F +78,445 shares

    3.04% of the 13F portfolio, value $15,913,352.

    13F-HR 0001803084-25-000001 filed by Adams Wealth Management
    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 228,941 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $11,898,042.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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