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WESPAC Advisors, LLC: CLOA position timeline

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

WESPAC Advisors, LLC held 22,318 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,318 shares
    Change vs previous 13F +10,786 shares

    0.56% of the 13F portfolio, value $1,158,527.

    13F-HR 0001484540-26-000005 filed by WESPAC Advisors, LLC
    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 11,532 shares
    Change vs previous 13F -19,427 shares

    0.33% of the 13F portfolio, value $597,761.

    13F-HR 0001484540-26-000002 filed by WESPAC Advisors, LLC
    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 30,959 shares
    Change vs previous 13F -12,642 shares

    0.87% of the 13F portfolio, value $1,601,961.

    13F-HR 0001484540-26-000001 filed by WESPAC Advisors, LLC
    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 43,601 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,265,726.

    13F-HR 0001484540-25-000005 filed by WESPAC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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