Skip to content
Disclosery

TRUE Private Wealth Advisors: CLOI position timeline

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

TRUE Private Wealth Advisors held 458,362 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 458,362 shares
    Change vs previous 13F +24,568 shares

    2.09% of the 13F portfolio, value $24,270,281.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 433,794 shares
    Change vs previous 13F +76,065 shares

    2.18% of the 13F portfolio, value $22,860,959.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 357,729 shares
    Change vs previous 13F +21,230 shares

    1.89% of the 13F portfolio, value $18,891,688.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 336,499 shares
    Change vs previous 13F -24,292 shares

    1.82% of the 13F portfolio, value $17,868,145.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 360,791 shares
    Change vs previous 13F +14,066 shares

    2.15% of the 13F portfolio, value $19,103,909.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 346,725 shares
    Change vs previous 13F +140,040 shares

    2.23% of the 13F portfolio, value $18,320,953.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 206,685 shares
    Change vs previous 13F +48,817 shares

    1.32% of the 13F portfolio, value $10,906,783.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 157,868 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $8,373,334.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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