CRDF β€” CARDIFF ONCOLOGY INC

Ownership history in FinDec Wealth Services, Inc.  Β·  13 quarters on record

AI Ownership Summary

FinDec Wealth Services, Inc. reported CARDIFF ONCOLOGY INC (CRDF) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows CRDF at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FinDec Wealth Services, Inc.'s position in CARDIFF ONCOLOGY 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
2025 Q4

CRDF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How FinDec Wealth Services, Inc. held CRDF β€” position size vs. price
% of Fund (quarterly)    CRDF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 16,000 β€” 0% 0.05% $45K 2026-02-14 (Est.) $1.60
2025 Q3 UNCHANGED 16,000 β€” 0% 0.03% $33K 2025-10-23 $2.21
2025 Q2 UNCHANGED 16,000 β€” 0% 0.05% $50K 2025-07-24 $4.14
2025 Q1 UNCHANGED 16,000 β€” 0% 0.05% $50K 2025-05-15 $2.75
2024 Q4 UNCHANGED 16,000 β€” 0% 0.05% $69K 2025-02-14 $4.29
2024 Q3 UNCHANGED 16,000 β€” 0% 0.02% $43K 2024-11-14 $2.84
2024 Q2 UNCHANGED 16,000 β€” 0% 0.02% $36K 2024-07-17 $2.54
2024 Q1 UNCHANGED 16,000 β€” 0% 0.05% $85K 2024-05-13 $3.48
2023 Q4 UNCHANGED 16,000 β€” 0% 0.02% $24K 2024-02-07 $1.87
2023 Q3 UNCHANGED 16,000 β€” 0% 0.02% $22K 2023-10-19 $1.08
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FinDec Wealth Services, Inc. and CRDF

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

How long has FinDec Wealth Services, Inc. reported owning CRDF?

FinDec Wealth Services, Inc. reported CRDF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CRDF position in FinDec Wealth Services, Inc.'s portfolio?

The largest reported portfolio weight for CRDF was 0.05% in 2024 Q1.

What is the latest reported CRDF position on this page?

The most recent filing on this page is 2025 Q4, when FinDec Wealth Services, Inc. reported 16,000 shares, equal to 0.05% of portfolio, with an estimated market value of $45K.

What does the chart on this CRDF ownership page compare?

The chart compares FinDec Wealth Services, Inc.'s quarterly CRDF 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.

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