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Disclosery

Adams Wealth Management: CLOI position timeline

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

Adams Wealth Management held 42,918 CLOI 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 42,918 shares
    Change vs previous 13F -7,240 shares

    0.44% of the 13F portfolio, value $2,272,508.

    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 50,158 shares
    Change vs previous 13F -3,506 shares

    0.58% of the 13F portfolio, value $2,643,327.

    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 53,664 shares
    Change vs previous 13F -4,678 shares

    0.6% of the 13F portfolio, value $2,833,996.

    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 58,342 shares
    Change vs previous 13F -22,540 shares

    0.66% of the 13F portfolio, value $3,097,960.

    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 80,882 shares
    Change vs previous 13F +54,602 shares

    0.82% of the 13F portfolio, value $4,282,702.

    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 26,280 shares
    Change vs previous 13F +893 shares

    0.27% of the 13F portfolio, value $1,388,660.

    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 25,387 shares
    Change vs previous 13F +46 shares

    0.26% of the 13F portfolio, value $1,339,697.

    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 25,341 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,344,112.

    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).