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Calumet shares owned by Gimbal Financial

Quarter-by-quarter ownership of Calumet (CLMT) shares owned by Gimbal Financial from 13F filings

Historical chart of Gimbal Financial investment in Calumet

Tip: Access up to 7 years of quarterly data

All positions including Calumet held by Gimbal Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calumet by Gimbal Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $573k 27k 21.19

More positions owned by Gimbal Financial

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Med Dvc Etf (IHI)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Us Regnl Bks Etf (IAT)
Ishares Tr Cybersecurity (IHAK)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)

View all positions for Gimbal Financial

Top funds holding Calumet

Adams Asset Advisors
Creative Planning
Financial Advisory Service
Commonwealth Equity Services
Driehaus Capital Management
Founders Financial Alliance
Valeo Financial Advisors
A.R. Schmeidler & Co
Gimbal Financial
J.w. Cole Advisors
CWM Advisors
Massey, Quick & Co
Caldwell Sutter Capital
Sapient Capital
Thomas P. McIntyre

View all funds holding Calumet