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Disclosery

NorthRock Partners, LLC: CLOA position timeline

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

NorthRock Partners, LLC held 50,787 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 50,787 shares
    Change vs previous 13F -5,855 shares

    0.04% of the 13F portfolio, value $2,636,353.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 56,642 shares
    Change vs previous 13F +35,458 shares

    0.05% of the 13F portfolio, value $2,936,038.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 21,184 shares
    Change vs previous 13F +12,885 shares

    0.02% of the 13F portfolio, value $1,096,158.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 8,299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $431,258.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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