CWA Asset Management Group, LLC YOU — CLEAR SECURE INC

Ownership history in CWA Asset Management Group, LLC  ·  7 quarters on record

AI Ownership Summary

CWA Asset Management Group, LLC reported CLEAR SECURE INC (YOU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows YOU at 0.11% 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 YOU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CWA Asset Management Group, LLC's position in CLEAR SECURE INC, 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

YOU was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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.

YOU stock page CWA Asset Management Group, LLC fund profile CWA Asset Management Group, LLC full holdings
How CWA Asset Management Group, LLC held YOU — position size vs. price
% of Fund (quarterly)    YOU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 68,763 +7,594 +12.4% 0.11% $3.3M 2026-04-20 $56.83
2025 Q4 ADDED — — — 61,169 +41,485 +210.8% 0.08% $2.1M 2026-01-07 $35.55
2025 Q3 REDUCED 68.5% +6.2% ❌ 19,684 -42,831 -68.5% 0.02% $657K 2025-10-22 $32.16
2025 Q2 ADDED — — — 62,515 +15,590 +33.2% 0.07% $1.7M 2025-07-17 $30.72
2025 Q1 ADDED — — — 46,925 +17,521 +59.6% 0.06% $1.2M 2025-04-21 $24.45
2024 Q4 ADDED — — — 29,404 +5,406 +22.5% 0.04% $783K 2025-01-06 $26.03
2024 Q3 INITIATED — — — 23,998 — — 0.04% $795K 2024-11-01 $35.42

🏢 Other funds also holding YOU

As of 2026 Q1 — sorted by position size

Avory & Company, LLC 3Y 5.25% Hodges Capital Management Inc. 3Y 7Y 1.15% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.94% COOKSON PEIRCE & CO INC 3Y 7Y 0.5% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 0.42% Ledgewood Wealth Advisors, LLC 0.35% Yorktown Management & Research Co Inc 3Y 7Y 0.26% LGT Fund Management Co Ltd. 3Y 0.16% Castle Rock Wealth Management, LLC 3Y 7Y 0.16% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 0.16%

FAQ About CWA Asset Management Group, LLC and YOU

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

How long has CWA Asset Management Group, LLC reported owning YOU?

CWA Asset Management Group, LLC reported YOU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported YOU position in CWA Asset Management Group, LLC's portfolio?

The largest reported portfolio weight for YOU was 0.11% in 2026 Q1.

What is the latest reported YOU position on this page?

The most recent filing on this page is 2026 Q1, when CWA Asset Management Group, LLC reported 68,763 shares, equal to 0.11% of portfolio, with an estimated market value of $3.3M.

What does the chart on this YOU ownership page compare?

The chart compares CWA Asset Management Group, LLC's quarterly YOU 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 CWA Asset Management Group, LLC time their YOU position?

Based on 13F filing dates vs. subsequent YOU price moves, CWA Asset Management Group, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on YOU relative to SPY over the holding period was +17.7%.

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