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Deseret Mutual Benefit Administrators: CLOI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Deseret Mutual Benefit Administrators on CLOI, newest first. How the timeline and the estimate are built.

Deseret Mutual Benefit Administrators held 398,471 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 398,471 shares
    Change vs previous 13F +61,609 shares

    6.89% of the 13F portfolio, value $21,099,039.

    13F-HR 0001789351-26-000006 filed by Deseret Mutual Benefit Administrators
    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 336,862 shares
    Change vs previous 13F +59,306 shares

    6.05% of the 13F portfolio, value $17,752,627.

    13F-HR 0001789351-26-000003 filed by Deseret Mutual Benefit Administrators
    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 277,556 shares
    Change vs previous 13F -13,691 shares

    6.25% of the 13F portfolio, value $14,657,732.

    13F-HR 0001789351-26-000002 filed by Deseret Mutual Benefit Administrators
    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 291,247 shares
    Change vs previous 13F +79,257 shares

    6.51% of the 13F portfolio, value $15,465,216.

    13F-HR 0001789351-25-000010 filed by Deseret Mutual Benefit Administrators
    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 211,990 shares
    Change vs previous 13F +40,289 shares

    5.26% of the 13F portfolio, value $11,224,871.

    13F-HR 0001789351-25-000008 filed by Deseret Mutual Benefit Administrators
    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 171,701 shares
    Change vs previous 13F +95,587 shares

    4.5% of the 13F portfolio, value $9,072,681.

    13F-HR 0001789351-25-000006 filed by Deseret Mutual Benefit Administrators
    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 76,114 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $4,016,536.

    13F-HR 0001789351-25-000003 filed by Deseret Mutual Benefit Administrators
    Filed (acceptance time not in the bulk data set), ingested

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