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AE Wealth Management LLC: CLOA position timeline

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

AE Wealth Management LLC held 226,661 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,661 shares
    Change vs previous 13F -47,712 shares

    0.05% of the 13F portfolio, value $11,765,873.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 274,373 shares
    Change vs previous 13F +42,631 shares

    0.08% of the 13F portfolio, value $14,222,114.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 231,742 shares
    Change vs previous 13F +16,218 shares

    0.07% of the 13F portfolio, value $11,991,360.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 215,524 shares
    Change vs previous 13F +26,762 shares

    0.07% of the 13F portfolio, value $11,199,773.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 188,762 shares
    Change vs previous 13F +41,302 shares

    0.07% of the 13F portfolio, value $9,800,523.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 147,460 shares
    Change vs previous 13F +17,761 shares

    0.06% of the 13F portfolio, value $7,635,445.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 129,699 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,714,570.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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