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IFP Advisors, Inc: CLOA position timeline

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

IFP Advisors, Inc held 29,154 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,154 shares
    Change vs previous 13F -2,757 shares

    0.03% of the 13F portfolio, value $1,513,384.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 31,911 shares
    Change vs previous 13F -8,847 shares

    0.03% of the 13F portfolio, value $1,654,107.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 40,758 shares
    Change vs previous 13F +507 shares

    0.05% of the 13F portfolio, value $2,109,006.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 40,251 shares
    Change vs previous 13F +12,747 shares

    0.05% of the 13F portfolio, value $2,091,643.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 27,504 shares
    Change vs previous 13F -712 shares

    0.04% of the 13F portfolio, value $1,428,061.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 28,216 shares
    Change vs previous 13F +13,340 shares

    0.05% of the 13F portfolio, value $1,461,020.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 14,876 shares
    Change vs previous 13F +194 shares

    0.03% of the 13F portfolio, value $770,115.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 14,682 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $763,024.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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