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Empire Financial Management Company, LLC: CLOA position timeline

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

Empire Financial Management Company, LLC held 12,104 CLOA 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 12,104 shares
    Change vs previous 13F +1,958 shares

    0.25% of the 13F portfolio, value $628,318.

    13F-HR 0001971875-26-000003 filed by Empire Financial Management Company, 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 10,146 shares
    Change vs previous 13F +1,250 shares

    0.12% of the 13F portfolio, value $525,917.

    13F-HR 0001971875-26-000002 filed by Empire Financial Management Company, 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 8,896 shares
    Change vs previous 13F -1,169 shares

    0.1% of the 13F portfolio, value $460,319.

    13F-HR 0001971875-26-000001 filed by Empire Financial Management Company, 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 10,065 shares
    Change vs previous 13F -650 shares

    0.12% of the 13F portfolio, value $523,027.

    13F-HR 0001971875-25-000005 filed by Empire Financial Management Company, 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 10,715 shares
    Change vs previous 13F +429 shares

    0.16% of the 13F portfolio, value $556,322.

    13F-HR 0001971875-25-000003 filed by Empire Financial Management Company, 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 10,286 shares
    Change vs previous 13F +901 shares

    0.16% of the 13F portfolio, value $532,609.

    13F-HR 0001971875-25-000002 filed by Empire Financial Management Company, 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 9,385 shares
    Change vs previous 13F +2,044 shares

    0.15% of the 13F portfolio, value $485,861.

    13F-HR 0001971875-25-000001 filed by Empire Financial Management Company, 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 7,341 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $381,511.

    13F-HR 0001971875-24-000004 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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