Goldstone Financial Group, LLC: CLOA position timeline

Goldstone Financial Group, LLC held 366,312 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 366,312 shares

   Change vs previous 13F +62,389 shares

   1.74% of the 13F portfolio, value $19,015,251.

   13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, LLC
   Filed 2026-08-11 (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 303,923 shares

   Change vs previous 13F +39,839 shares

   1.71% of the 13F portfolio, value $15,753,868.

   13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, LLC
   Filed 2026-04-24 (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 ended2025-12-31

   13F 264,084 shares

   Change vs previous 13F +13,063 shares

   1.52% of the 13F portfolio, value $13,664,900.

   13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 251,021 shares

   Change vs previous 13F +5,274 shares

   1.54% of the 13F portfolio, value $13,044,308.

   13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 245,747 shares

   Change vs previous 13F not available

   1.68% of the 13F portfolio, value $12,727,256.

   13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, LLC
   Filed 2025-07-08 (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).