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Darwin Wealth Management, LLC: CLOI position timeline

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

Darwin Wealth Management, LLC held 272,492 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,492 shares
    Change vs previous 13F +13,183 shares

    3.95% of the 13F portfolio, value $14,428,494.

    13F-HR 0001663224-26-000003 filed by Darwin 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 259,309 shares
    Change vs previous 13F +36 shares

    4.26% of the 13F portfolio, value $13,665,611.

    13F-HR 0001663224-26-000002 filed by Darwin 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 259,273 shares
    Change vs previous 13F +5,595 shares

    4.25% of the 13F portfolio, value $13,692,249.

    13F-HR 0001663224-26-000001 filed by Darwin 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 253,678 shares
    Change vs previous 13F +7,261 shares

    4.28% of the 13F portfolio, value $13,470,314.

    13F-HR 0001663224-25-000009 filed by Darwin Wealth 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 246,417 shares
    Change vs previous 13F +79,986 shares

    4.52% of the 13F portfolio, value $13,047,808.

    13F-HR 0001663224-25-000002 filed by Darwin Wealth 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 166,431 shares
    Change vs previous 13F 0 shares

    2.95% of the 13F portfolio, value $8,782,580.

    13F-HR 0001663224-25-000005 filed by Darwin Wealth 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/A 166,431 shares
    Change vs previous 13F -25,856 shares

    2.95% of the 13F portfolio, value $8,782,580.

    13F-HR/A 0001663224-25-000008 filed by Darwin Wealth 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 192,287 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $10,198,899.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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