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Avantra Family Wealth, Inc.: CLOA position timeline

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

Avantra Family Wealth, Inc. held 14,134 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,134 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $733,696.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).