LifeSteps Financial »

Cornerstone Strategic Value shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cornerstone Strategic Value by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 3.0k 7.56

More positions owned by LifeSteps Financial

Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr S&p 500 Etf Etf (SPY)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf Etf (VTV)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Schwab Us Dividend Equity Etf Etf (SCHD)
Jpmorgan Chase & Co Stock (JPM)
Ishares Russell 2000 Etf Etf (IWM)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

Top funds holding Cornerstone Strategic Value

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

View all funds holding Cornerstone Strategic Value