Cornerstone Strategic Value shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Cornerstone Strategic Value
Tip: Access up to 7 years of quarterly data
All positions including Cornerstone Strategic Value held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cornerstone Strategic Value by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $548k | 66k | 8.28 |
| 2025-06-30 | $525k | 65k | 8.12 |
| 2025-03-31 | $536k | 72k | 7.43 |
| 2024-12-31 | $641k | 75k | 8.59 |
| 2024-09-30 | $557k | 73k | 7.68 |
| 2024-06-30 | $67M | 509k | 130.55 |
| 2024-03-31 | $426k | 57k | 7.52 |
| 2023-09-30 | $307k | 38k | 8.05 |
| 2023-06-30 | $294k | 35k | 8.38 |
| 2023-03-31 | $255k | 33k | 7.79 |
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