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Cornerstone Strategic Value shares owned by Compass Financial Management

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Cornerstone Strategic Value

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All positions including Cornerstone Strategic Value held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $52k 7.0k 7.47

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Boothbay Fund Management
PFG Investments
Quarry
OZ Management
Advisor Group Holdings
LPL Financial
Warberg Asset Management
Cetera Investment Advisers
Cable Car Capital
Cambridge Investment Research Advisors
Almitas Capital
Morgan Stanley
Cohen & Steers Capital Management
WJ Financial Advisors

View all funds holding Cornerstone Strategic Value