Destiny Wealth Partners, LLC: CLOI position timeline

Destiny Wealth Partners, LLC held 269,896 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 269,896 shares

   Change vs previous 13F +5,185 shares

   2.02% of the 13F portfolio, value $14,301,789.

   13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 264,711 shares

   Change vs previous 13F +264,711 shares

   1.53% of the 13F portfolio, value $13,950,261.

   13F-HR 0001844369-26-000004 filed by Destiny Wealth Partners, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -4,287 shares

   13F-HR 0001844369-25-000005 filed by Destiny Wealth Partners, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-03-31

   13F 4,287 shares

   Change vs previous 13F -311 shares

   0.04% of the 13F portfolio, value $226,525.

   13F-HR 0001844369-25-000004 filed by Destiny Wealth Partners, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 4,598 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $242,636.

   13F-HR 0001844369-25-000001 filed by Destiny Wealth Partners, LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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