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Clearw.a.hld. shares owned by LPL Financial

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Clearw.a.hld.

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All positions including Clearw.a.hld. held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearw.a.hld. by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 105k 18.02
2025-06-30 $2.9M 134k 21.93
2025-03-31 $2.9M 115k 25.07
2024-12-31 $2.5M 92k 27.72
2024-09-30 $975k 39k 25.25
2024-06-30 $829k 45k 18.52
2024-03-31 $802k 45k 17.69
2023-09-30 $1.0M 53k 19.34
2023-06-30 $784k 49k 15.87
2023-03-31 $680k 43k 15.96
2022-12-31 $733k 39k 18.75
2022-09-30 $572k 34k 16.78
2022-06-30 $334k 28k 12.05