Cornerstone Strategic Value shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Cornerstone Strategic Value
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All positions including Cornerstone Strategic Value held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cornerstone Strategic Value by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $681k | 84k | 8.12 |
| 2024-03-31 | $105k | 14k | 7.52 |
| 2023-12-31 | $101k | 14k | 7.19 |
| 2023-09-30 | $118k | 15k | 8.05 |
| 2023-06-30 | $123k | 15k | 8.38 |
| 2023-03-31 | $114k | 15k | 7.79 |
| 2022-12-31 | $107k | 15k | 7.37 |
| 2022-09-30 | $128k | 15k | 8.57 |
| 2022-06-30 | $128k | 15k | 8.60 |
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