Strategic Financial Concepts »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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