4WEALTH ADVISORS, INC. CLF — CLEVELAND-CLIFFS INC NEW

Ownership history in 4WEALTH ADVISORS, INC.  ·  5 quarters on record

AI Ownership Summary

4WEALTH ADVISORS, INC. reported CLEVELAND-CLIFFS INC NEW (CLF) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.84% in 2025 Q3. The latest visible filing shows CLF at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4WEALTH ADVISORS, INC.'s position in CLEVELAND-CLIFFS INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLF was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CLF stock page 4WEALTH ADVISORS, INC. fund profile 4WEALTH ADVISORS, INC. full holdings
How 4WEALTH ADVISORS, INC. held CLF — position size vs. price
% of Fund (quarterly)    CLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 22,832 -23,751 -51.0% 0.16% $185K 2026-04-27 $10.61
2025 Q4 REDUCED 39.4% -36.4% ✅ 46,583 -30,251 -39.4% 0.53% $619K 2026-01-21 $14.63
2025 Q3 ADDED — — — 76,834 +1,118 +1.5% 0.84% $937K 2025-10-28 $14.09
2025 Q2 ADDED — — — 75,716 +26,516 +53.9% 0.58% $575K 2025-08-04 $9.71
2025 Q1 INITIATED — — — 49,200 — — 0.44% $404K 2025-05-05 $8.67

🏢 Other funds also holding CLF

As of 2026 Q1 — sorted by position size

First Dallas Securities Inc. 3Y 7Y 0.75% Murphy Pohlad Asset Management LLC 3Y 7Y 0.44% Register Financial Advisors LLC 3Y 0.33% Twelve Points Wealth Management LLC 3Y 0.31% Douglas Lane & Associates, LLC 3Y 7Y 0.29% KOM Wealth Management Group, LLC 3Y 0.25% LEE DANNER & BASS INC 3Y 7Y 0.24% Sterneck Capital Management, LLC 3Y 7Y 0.19% JB Capital LLC 3Y 0.16% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.15%

FAQ About 4WEALTH ADVISORS, INC. and CLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4WEALTH ADVISORS, INC. reported owning CLF?

4WEALTH ADVISORS, INC. reported CLF across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CLF position in 4WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for CLF was 0.84% in 2025 Q3.

What is the latest reported CLF position on this page?

The most recent filing on this page is 2026 Q1, when 4WEALTH ADVISORS, INC. reported 22,832 shares, equal to 0.16% of portfolio, with an estimated market value of $185K.

What does the chart on this CLF ownership page compare?

The chart compares 4WEALTH ADVISORS, INC.'s quarterly CLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4WEALTH ADVISORS, INC. time their CLF position?

Based on 13F filing dates vs. subsequent CLF price moves, 4WEALTH ADVISORS, INC. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on CLF relative to SPY over the holding period was -4.6%.

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