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PANORAMIC INVESTMENT ADVISORS, LLC: CLOA position timeline

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

PANORAMIC INVESTMENT ADVISORS, LLC held 15,236 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,236 shares
    Change vs previous 13F +45 shares

    0.38% of the 13F portfolio, value $790,901.

    13F-HR 0001986152-26-000131 filed by PANORAMIC INVESTMENT ADVISORS, 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/A 15,191 shares
    Change vs previous 13F +1,953 shares

    0.43% of the 13F portfolio, value $787,425.

    13F-HR/A 0001986152-26-000085 filed by PANORAMIC INVESTMENT ADVISORS, 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 13,238 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $684,995.

    13F-HR 0001986152-26-000012 filed by PANORAMIC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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