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Cetera Investment Advisers: CLOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on CLOA, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 648,045 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 648,045 shares
    Change vs previous 13F +60,657 shares

    0.03% of the 13F portfolio, value $33,640,000.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 587,388 shares
    Change vs previous 13F +139,931 shares

    0.03% of the 13F portfolio, value $30,447,268.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 447,457 shares
    Change vs previous 13F +131,968 shares

    0.03% of the 13F portfolio, value $23,153,439.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 315,489 shares
    Change vs previous 13F +60,842 shares

    0.02% of the 13F portfolio, value $16,394,435.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 254,647 shares
    Change vs previous 13F +94,259 shares

    0.02% of the 13F portfolio, value $13,221,257.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 160,388 shares
    Change vs previous 13F -50,683 shares

    0.02% of the 13F portfolio, value $8,304,887.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 211,071 shares
    Change vs previous 13F +147,582 shares

    0.02% of the 13F portfolio, value $10,927,166.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 63,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,299,534.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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