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Disclosery

Aureus Asset Management, LLC: CLOA position timeline

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

Aureus Asset Management, LLC held 74,935 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,935 shares
    Change vs previous 13F +4,101 shares

    0.24% of the 13F portfolio, value $3,889,876.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 70,834 shares
    Change vs previous 13F +4,431 shares

    0.24% of the 13F portfolio, value $3,671,680.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 66,403 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $3,435,997.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 66,403 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $3,450,632.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 66,403 shares
    Change vs previous 13F +5,366 shares

    0.22% of the 13F portfolio, value $3,447,644.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 61,037 shares
    Change vs previous 13F +12,535 shares

    0.22% of the 13F portfolio, value $3,160,496.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 48,502 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,510,949.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    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 48,502 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,520,649.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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