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Clearfield shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Clearfield (CLFD) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Clearfield

Tip: Access up to 7 years of quarterly data

All positions including Clearfield held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearfield by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 354 39.79

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Capital Group Core Plus Income Etf Etf (CGCP)
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Microsoft Corp Stock (MSFT)
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Jpmorgan Chase & Co Stock (JPM)
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View all positions for Lodestone Wealth Management

Top funds holding Clearfield

AIGH Capital Management
BlackRock
ACK Asset Management
Vanguard Capital Management
Mairs and Power
Vanguard Portfolio Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Punch & Associates Investment Management
Royal Bank of Canada
Royce & Associates
D. E. Shaw & Co
Citadel Advisors
Acadian Asset Management

View all funds holding Clearfield