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Disclosery

Invst, LLC: CLOA position timeline

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

Invst, LLC held 24,553 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,553 shares
    Change vs previous 13F +509 shares

    0.12% of the 13F portfolio, value $1,274,556.

    13F-HR 0001867587-26-000005 filed by Invst, 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 24,044 shares
    Change vs previous 13F +3,454 shares

    0.14% of the 13F portfolio, value $1,246,331.

    13F-HR 0001867587-26-000004 filed by Invst, 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 20,590 shares
    Change vs previous 13F +7,959 shares

    0.12% of the 13F portfolio, value $1,065,431.

    13F-HR 0001867587-26-000002 filed by Invst, 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 12,631 shares
    Change vs previous 13F +2,236 shares

    0.07% of the 13F portfolio, value $656,350.

    13F-HR 0001867587-26-000001 filed by Invst, 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 10,395 shares
    Change vs previous 13F +5,106 shares

    0.07% of the 13F portfolio, value $539,708.

    13F-HR 0001867587-25-000005 filed by Invst, 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 5,289 shares
    Change vs previous 13F -6,875 shares

    0.04% of the 13F portfolio, value $273,864.

    13F-HR 0001867587-25-000003 filed by Invst, 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 12,164 shares
    Change vs previous 13F -3,916 shares

    0.08% of the 13F portfolio, value $629,730.

    13F-HR 0001867587-25-000002 filed by Invst, LLC
    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 16,080 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $835,678.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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