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Disclosery

Family Asset Management, LLC: CLOA position timeline

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

Family Asset Management, LLC held 38,358 CLOA shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 38,358 shares
    Change vs previous 13F +18,811 shares

    1.2% of the 13F portfolio, value $1,993,465.

    13F-HR 0001398344-24-019645 filed by Family Asset 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 ended2024-06-30
    13F 19,547 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,015,271.

    13F-HR 0001398344-24-013482 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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