Skip to content
Disclosery

Independence Asset Advisors, LLC: CLOI position timeline

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

Independence Asset Advisors, LLC held 1,900,128 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,900,128 shares
    Change vs previous 13F +36,677 shares

    26.21% of the 13F portfolio, value $100,610,271.

    13F-HR 0001376474-26-000490 filed by Independence Asset Advisors, 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 1,863,451 shares
    Change vs previous 13F +273,532 shares

    35.5% of the 13F portfolio, value $98,202,522.

    13F-HR 0001376474-26-000307 filed by Independence Asset Advisors, 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 1,589,919 shares
    Change vs previous 13F +17,203 shares

    46.28% of the 13F portfolio, value $83,970,658.

    13F-HR 0001376474-26-000092 filed by Independence Asset Advisors, 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 1,572,716 shares
    Change vs previous 13F +473,096 shares

    35.43% of the 13F portfolio, value $83,506,515.

    13F-HR 0001376474-25-000889 filed by Independence Asset Advisors, LLC
    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 1,099,620 shares
    Change vs previous 13F +929,812 shares

    36.22% of the 13F portfolio, value $58,218,114.

    13F-HR 0001376474-25-000682 filed by Independence Asset Advisors, LLC
    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 169,808 shares
    Change vs previous 13F +160,636 shares

    29.07% of the 13F portfolio, value $8,965,737.

    13F-HR 0001376474-25-000367 filed by Independence Asset Advisors, LLC
    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 9,172 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $484,007.

    13F-HR 0001376474-25-000109 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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