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Disclosery

SFG Wealth Management, LLC.: CLOI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on CLOI, newest first. How the timeline and the estimate are built.

SFG Wealth Management, LLC. held 0 CLOI shares at 2025-03-31 per its 13F-HR filed 2025-04-23.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -27,503 shares

    13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 27,503 shares
    Change vs previous 13F -2,742 shares

    0.76% of the 13F portfolio, value $1,451,353.

    13F-HR 0001085146-25-000281 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 30,245 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,604,195.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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