Skip to content
Disclosery

SHP Wealth Management: CLOA position timeline

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

SHP Wealth Management held 27,445 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 27,445 shares
    Change vs previous 13F +7,427 shares

    0.1% of the 13F portfolio, value $1,424,656.

    13F-HR 0001807060-26-000005 filed by SHP Wealth Management
    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 20,018 shares
    Change vs previous 13F +4,235 shares

    0.08% of the 13F portfolio, value $1,037,616.

    13F-HR 0001807060-26-000003 filed by SHP Wealth Management
    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 15,783 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $816,818.

    13F-HR 0001807060-26-000002 filed by SHP Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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