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Disclosery

Keel Point, LLC: CLOA position timeline

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

Keel Point, LLC held 206,054 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 206,054 shares
    Change vs previous 13F +47,566 shares

    0.63% of the 13F portfolio, value $10,696,270.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 158,488 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,215,225.

    13F-HR 0001386935-26-000002 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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