Cornerstone Strategic Value shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Cornerstone Strategic Value
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Quarterly reported holdings in Cornerstone Strategic Value by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 27k | 8.28 |
| 2025-06-30 | $197k | 24k | 8.12 |
| 2025-03-31 | $151k | 20k | 7.43 |
| 2024-12-31 | $143k | 17k | 8.59 |
| 2024-09-30 | $121k | 16k | 7.68 |
| 2024-06-30 | $113k | 15k | 7.70 |
| 2021-03-31 | $197k | 15k | 13.47 |
More positions owned by Kestra Private Wealth Services
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