Skip to main content

4WEALTH Advisors, Inc.

SEC CIK
0002056676
Latest filing
Jul 17, 2026

CLF holding history

Cleveland-Cliffs Inc. in every 13F filed by 4WEALTH Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLF overviewAll 13F holders of CLFFull Q2 2026 holdings

Shares (Q2 2026)
23,012
Value
$215.9K
% of portfolio
0.2%
Quarters held
6
Since Q1 2025
Holdings of CLF by 4WEALTH Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,012$215.9K0.2%+180+0.8%AddedHolders
Q1 202622,832$185.2K0.2%−23,751−51.0%ReducedHolders
Q4 202546,583$618.6K0.5%−30,251−39.4%ReducedHolders
Q3 202576,834$937.4K0.9%+1,118+1.5%AddedHolders
Q2 202575,716$575.4K0.6%+26,516+53.9%AddedHolders
Q1 202549,200$404.4K0.4%+49,200NewHolders