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Disclosery

4WEALTH ADVISORS, INC.: CLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on CLF, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 49,134 CLF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,134 shares
    Change vs previous 13F +26,122 shares

    0.37% of the 13F portfolio, value $540,965.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,012 shares
    Change vs previous 13F +180 shares

    0.17% of the 13F portfolio, value $215,853.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 22,832 shares
    Change vs previous 13F -23,751 shares

    0.16% of the 13F portfolio, value $185,168.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 46,583 shares
    Change vs previous 13F -30,251 shares

    0.54% of the 13F portfolio, value $618,622.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 76,834 shares
    Change vs previous 13F +1,118 shares

    0.87% of the 13F portfolio, value $937,375.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 75,716 shares
    Change vs previous 13F +26,516 shares

    0.6% of the 13F portfolio, value $575,442.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 49,200 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $404,424.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).