Mark Sheptoff Financial Planning »

Cornerstone Strategic Value shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 35k 8.28
2022-03-31 $442k 31k 14.10