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WMG Financial Advisors, LLC: CLOX position timeline

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

WMG Financial Advisors, LLC held 85,397 CLOX 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 85,397 shares
    Change vs previous 13F -4,350 shares

    0.82% of the 13F portfolio, value $2,187,444.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 89,747 shares
    Change vs previous 13F -14,725 shares

    0.96% of the 13F portfolio, value $2,294,831.

    13F-HR 0002085853-26-000472 filed by WMG Financial 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 104,472 shares
    Change vs previous 13F +26,212 shares

    1.1% of the 13F portfolio, value $2,665,081.

    13F-HR 0002085853-26-000115 filed by WMG Financial 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 78,260 shares
    Change vs previous 13F +19,200 shares

    0.67% of the 13F portfolio, value $2,001,108.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, LLC
    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 59,060 shares
    Change vs previous 13F +20,455 shares

    0.56% of the 13F portfolio, value $1,511,936.

    13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, LLC
    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 38,605 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $984,814.

    13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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