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WMG Financial Advisors, LLC: CLOZ position timeline

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

WMG Financial Advisors, LLC held 10,000 CLOZ 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 10,000 shares
    Change vs previous 13F -3,680 shares

    0.1% of the 13F portfolio, value $264,200.

    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 13,680 shares
    Change vs previous 13F -126,308 shares

    0.15% of the 13F portfolio, value $350,892.

    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 139,988 shares
    Change vs previous 13F +53,478 shares

    1.53% of the 13F portfolio, value $3,706,882.

    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 86,510 shares
    Change vs previous 13F +21,860 shares

    0.77% of the 13F portfolio, value $2,320,198.

    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 64,650 shares
    Change vs previous 13F +23,000 shares

    0.64% of the 13F portfolio, value $1,728,741.

    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 41,650 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,106,641.

    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).