A4 Wealth Advisors LLC
- SEC CIK
- 0002033987
- Latest filing
- Jul 28, 2026
CLM holding history
Cornerstone Strategic Investment Fund, Inc. in every 13F filed by A4 Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CLM overviewAll 13F holders of CLMFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,022
- Value
- $106.0K
- % of portfolio
- 0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,022 | $106.0K | 0.1% | −1,950−12.2% | Reduced | Holders |
| Q1 2026 | 15,972 | $116.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 15,972 | $133.5K | 0.1% | −11,772−42.4% | Reduced | Holders |
| Q3 2025 | 27,744 | $229.7K | 0.2% | – | No prior filing | Holders |