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Cornerstone Strategic Value shares owned by Evergreen Wealth Partners

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Evergreen Wealth Partners from 13F filings

Historical chart of Evergreen Wealth Partners investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by Evergreen Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $84k 12k 7.28

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Muni Income Opp (MINO)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Visa Com Cl A (V)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Evergreen Wealth Partners

Top funds holding Cornerstone Strategic Value

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WJ Financial Advisors

View all funds holding Cornerstone Strategic Value