Ownership history in Axim Planning & Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Axim Planning & Wealth reported a position in CLEVELAND-CLIFFS INC NEW (CLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 79,877 | -161,462 | -66.9% | 1.12% | $1.1M | $13.28 |
| 2025 Q3 | ADDED | 241,339 | +768 | +0.3% | 2.32% | $2.9M | $12.20 |
| 2025 Q2 | ADDED | 240,571 | +18,479 | +8.3% | 1.67% | $1.8M | $7.60 |
| 2025 Q1 | ADDED | 222,092 | +19,135 | +9.4% | 1.62% | $1.8M | $8.22 |
| 2024 Q4 | ADDED | 202,957 | +201,866 | +18502.8% | 2.03% | $1.9M | $9.40 |
| 2022 Q3 | INITIATED | 1,091 | — | — | 0.01% | $15K | $13.47 |
As of 2025 Q4 — sorted by position size