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Diversify Advisory Services, LLC: CLOA position timeline

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

Diversify Advisory Services, LLC held 233,230 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 233,230 shares
    Change vs previous 13F +95,856 shares

    0.1% of the 13F portfolio, value $12,108,098.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 116,615 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 116,615 shares

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

  2. period ended2026-03-31
    13F 137,374 shares
    Change vs previous 13F +29,476 shares

    0.13% of the 13F portfolio, value $7,134,516.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 137,374 shares

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

  3. period ended2025-12-31
    13F 107,898 shares
    Change vs previous 13F +40,427 shares

    0.11% of the 13F portfolio, value $5,603,856.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 99,623 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,275 shares

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

  4. period ended2025-09-30
    13F 67,471 shares
    Change vs previous 13F +57,533 shares

    0.12% of the 13F portfolio, value $3,489,305.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 9,938 shares
    Change vs previous 13F -4,101 shares

    0.02% of the 13F portfolio, value $514,760.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 14,039 shares
    Change vs previous 13F -1,107 shares

    0.05% of the 13F portfolio, value $725,376.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,146 shares
    Change vs previous 13F -1,400 shares

    0.04% of the 13F portfolio, value $784,869.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,546 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $858,256.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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