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Disclosery

LPL Financial LLC: CLOA position timeline

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

LPL Financial LLC held 1,968,129 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,968,129 shares
    Change vs previous 13F +28,238 shares

    0.02% of the 13F portfolio, value $102,165,579.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 1,939,891 shares
    Change vs previous 13F +208,564 shares

    0.03% of the 13F portfolio, value $100,554,241.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 1,731,327 shares
    Change vs previous 13F +197,443 shares

    0.02% of the 13F portfolio, value $89,586,789.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 1,533,884 shares
    Change vs previous 13F +413,904 shares

    0.02% of the 13F portfolio, value $79,708,272.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 1,119,980 shares
    Change vs previous 13F +262,252 shares

    0.02% of the 13F portfolio, value $58,149,377.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 857,728 shares
    Change vs previous 13F +224,079 shares

    0.02% of the 13F portfolio, value $44,413,153.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 633,649 shares
    Change vs previous 13F +167,615 shares

    0.01% of the 13F portfolio, value $32,804,008.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 466,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,219,782.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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