Skip to content
Disclosery

ODonnell Financial Services, LLC: CLOA position timeline

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

ODonnell Financial Services, LLC held 164,802 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,802 shares
    Change vs previous 13F +16,171 shares

    2.52% of the 13F portfolio, value $8,554,880.

    13F-HR 0001730962-26-000004 filed by ODonnell Financial Services, 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 148,631 shares
    Change vs previous 13F +8,849 shares

    2.65% of the 13F portfolio, value $7,690,258.

    13F-HR 0001730962-26-000002 filed by ODonnell Financial Services, 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 139,782 shares
    Change vs previous 13F +131,914 shares

    2.47% of the 13F portfolio, value $7,232,968.

    13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, 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 7,868 shares
    Change vs previous 13F +1,322 shares

    0.15% of the 13F portfolio, value $408,861.

    13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, 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 6,546 shares
    Change vs previous 13F +675 shares

    0.13% of the 13F portfolio, value $339,868.

    13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, 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 5,871 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $304,000.

    13F-HR 0001085146-25-002589 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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