Impact Partnership Wealth, LLC: CLOA position timeline

Impact Partnership Wealth, LLC held 44,728 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 44,728 shares

   Change vs previous 13F +9,547 shares

   0.23% of the 13F portfolio, value $2,321,817.

   13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, LLC
   Filed 2026-07-29 (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 35,181 shares

   Change vs previous 13F +5,625 shares

   0.23% of the 13F portfolio, value $1,823,597.

   13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, LLC
   Filed 2026-04-23 (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 29,556 shares

   Change vs previous 13F +2,265 shares

   0.2% of the 13F portfolio, value $1,529,343.

   13F-HR 0001984555-26-000002 filed by Impact Partnership Wealth, LLC
   Filed 2026-02-10 (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 27,291 shares

   Change vs previous 13F +14,813 shares

   0.21% of the 13F portfolio, value $1,418,174.

   13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, LLC
   Filed 2025-11-03 (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 12,478 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $647,856.

   13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, LLC
   Filed 2025-08-04 (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).