Clearw.a.hld. shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Clearw.a.hld.
Tip: Access up to 7 years of quarterly data
All positions including Clearw.a.hld. held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Clearw.a.hld. by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.3M | 70k | 18.79 |
| 2025-03-31 | $1.9M | 72k | 26.80 |
| 2024-12-31 | $2.1M | 75k | 27.52 |
| 2024-09-30 | $2.2M | 86k | 25.25 |
| 2024-06-30 | $1.4M | 74k | 18.52 |
| 2024-03-31 | $1.3M | 74k | 17.18 |
| 2023-12-31 | $1.3M | 65k | 20.03 |
| 2023-09-30 | $704k | 36k | 19.34 |
| 2023-06-30 | $617k | 39k | 15.87 |
| 2023-03-31 | $622k | 39k | 15.96 |
| 2022-12-31 | $661k | 35k | 18.75 |
| 2022-09-30 | $648k | 39k | 16.79 |
| 2022-06-30 | $430k | 36k | 12.03 |
| 2022-03-31 | $534k | 25k | 21.00 |
| 2021-12-31 | $580k | 25k | 22.99 |