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Vestmark Advisory Solutions, Inc.: CLOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on CLOA, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 443,792 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 443,792 shares
    Change vs previous 13F +3,284 shares

    0.22% of the 13F portfolio, value $23,037,250.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 440,508 shares
    Change vs previous 13F +160,168 shares

    0.25% of the 13F portfolio, value $22,833,743.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 280,340 shares
    Change vs previous 13F +143,012 shares

    0.2% of the 13F portfolio, value $14,506,081.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 137,328 shares
    Change vs previous 13F -130,988 shares

    0.14% of the 13F portfolio, value $7,136,255.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 268,316 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,930,966.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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