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Disclosery

Triumph Capital Management: CLOA position timeline

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

Triumph Capital Management held 25,029 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,029 shares
    Change vs previous 13F +943 shares

    0.24% of the 13F portfolio, value $1,299,255.

    13F-HR 0001730765-26-000006 filed by Triumph Capital 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 24,086 shares
    Change vs previous 13F +300 shares

    0.25% of the 13F portfolio, value $1,248,498.

    13F-HR 0001730765-26-000004 filed by Triumph Capital 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 23,786 shares
    Change vs previous 13F -4,833 shares

    0.27% of the 13F portfolio, value $1,230,797.

    13F-HR 0001730765-26-000002 filed by Triumph Capital Management
    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/A 28,619 shares
    Change vs previous 13F +708 shares

    0.4% of the 13F portfolio, value $1,487,187.

    13F-HR/A 0001730765-25-000011 filed by Triumph Capital Management
    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/A 27,911 shares
    Change vs previous 13F +557 shares

    0.43% of the 13F portfolio, value $1,449,139.

    13F-HR/A 0001730765-25-000012 filed by Triumph Capital Management
    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 27,354 shares
    Change vs previous 13F +3,020 shares

    0.47% of the 13F portfolio, value $1,416,390.

    13F-HR 0001730765-25-000004 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 24,334 shares
    Change vs previous 13F +12,329 shares

    0.43% of the 13F portfolio, value $1,259,771.

    13F-HR 0001730765-25-000003 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,005 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $623,900.

    13F-HR 0001730765-25-000002 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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