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Disclosery

J. Mark Nickell & Co.: CLOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Mark Nickell & Co. on CLOA, newest first. How the timeline and the estimate are built.

J. Mark Nickell & Co. held 48,459 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 48,459 shares
    Change vs previous 13F +2,947 shares

    2.01% of the 13F portfolio, value $2,515,507.

    13F-HR 0001811161-26-000011 filed by J. Mark Nickell & Co.
    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/A 45,512 shares
    Change vs previous 13F +1,122 shares

    2.13% of the 13F portfolio, value $2,359,115.

    13F-HR/A 0001811161-26-000009 filed by J. Mark Nickell & Co.
    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 44,390 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,296,943.

    13F-HR 0001811161-26-000004 filed by J. Mark Nickell & Co.
    Filed (acceptance time not in the bulk data set), ingested

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