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Disclosery

EHRLICH FINANCIAL GROUP: CLOA position timeline

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

EHRLICH FINANCIAL GROUP held 33,919 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,919 shares
    Change vs previous 13F -969 shares

    0.91% of the 13F portfolio, value $1,760,735.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 34,888 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,808,420.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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