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Bright Futures Wealth Management, LLC.: CLOI position timeline

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

Bright Futures Wealth Management, LLC. held 73,928 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,928 shares
    Change vs previous 13F -4,903 shares

    2.53% of the 13F portfolio, value $3,914,484.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 78,831 shares
    Change vs previous 13F +45,074 shares

    2.84% of the 13F portfolio, value $4,154,393.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 33,757 shares
    Change vs previous 13F +3,468 shares

    1.32% of the 13F portfolio, value $1,782,695.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 30,289 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,608,346.

    13F-HR 0001803980-25-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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