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GeoWealth Management, LLC: CLOA position timeline

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

GeoWealth Management, LLC held 9,322 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,322 shares
    Change vs previous 13F -4,470 shares

    0.02% of the 13F portfolio, value $483,940.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 ended2026-03-31
    13F 13,792 shares
    Change vs previous 13F +4,950 shares

    0.03% of the 13F portfolio, value $714,924.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 8,842 shares
    Change vs previous 13F +3,124 shares

    0.02% of the 13F portfolio, value $457,528.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 5,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $297,143.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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