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Centennial Wealth Advisory LLC: CLOA position timeline

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

Centennial Wealth Advisory LLC held 29,369 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,369 shares
    Change vs previous 13F +94 shares

    0.33% of the 13F portfolio, value $1,524,629.

    13F-HR 0002085853-26-000705 filed by Centennial Wealth Advisory 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 29,275 shares
    Change vs previous 13F +838 shares

    0.37% of the 13F portfolio, value $1,517,599.

    13F-HR 0002085853-26-000414 filed by Centennial Wealth Advisory 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 28,437 shares
    Change vs previous 13F +1,560 shares

    0.39% of the 13F portfolio, value $1,471,502.

    13F-HR 0002085853-26-000035 filed by Centennial Wealth Advisory 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 26,877 shares
    Change vs previous 13F +943 shares

    0.39% of the 13F portfolio, value $1,396,760.

    13F-HR 0002085853-25-000125 filed by Centennial Wealth Advisory 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 25,934 shares
    Change vs previous 13F +6,292 shares

    0.43% of the 13F portfolio, value $1,346,867.

    13F-HR 0001667731-25-000865 filed by Centennial Wealth Advisory 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 19,642 shares
    Change vs previous 13F +4,269 shares

    0.37% of the 13F portfolio, value $1,017,186.

    13F-HR 0001667731-25-000460 filed by Centennial Wealth Advisory 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 15,373 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $795,973.

    13F-HR 0001667731-25-000132 filed by Centennial Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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