Skip to content
Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: CLOA position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 17,398 CLOA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,398 shares
    Change vs previous 13F -7,145 shares

    0.02% of the 13F portfolio, value $903,138.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,618 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,780 shares

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

  2. period ended2026-03-31
    13F 24,543 shares
    Change vs previous 13F -1,810 shares

    0.03% of the 13F portfolio, value $1,272,194.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 22,763 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,780 shares

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

  3. period ended2025-12-31
    13F 26,353 shares
    Change vs previous 13F -2,569 shares

    0.03% of the 13F portfolio, value $1,363,633.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 24,573 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,780 shares

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

  4. period ended2025-09-30
    13F 28,922 shares
    Change vs previous 13F -3,920 shares

    0.04% of the 13F portfolio, value $1,502,932.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,142 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,780 shares

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

  5. period ended2025-06-30
    13F 32,842 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,705,157.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 31,062 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,780 shares

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

  6. period ended2025-03-31
    13F 32,842 shares
    Change vs previous 13F -450 shares

    0.05% of the 13F portfolio, value $1,700,558.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 31,062 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,780 shares

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

  7. period ended2024-12-31
    13F 33,292 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,723,527.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 31,512 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,780 shares

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