Halter Ferguson Financial Inc. CADL — CANDEL THERAPEUTICS INC

Ownership history in Halter Ferguson Financial Inc.  ·  7 quarters on record

AI Ownership Summary

Halter Ferguson Financial Inc. reported CANDEL THERAPEUTICS INC (CADL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.42% in 2024 Q4. The latest visible filing shows CADL at 0.97% 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 CADL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Halter Ferguson Financial Inc.'s position in CANDEL THERAPEUTICS 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

CADL was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2024 Q4

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.

CADL stock page Halter Ferguson Financial Inc. fund profile Halter Ferguson Financial Inc. full holdings
How Halter Ferguson Financial Inc. held CADL — position size vs. price
% of Fund (quarterly)    CADL 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 — — — 904,051 +155,996 +20.9% 0.97% $4.4M 2026-04-28 $6.20
2025 Q4 ADDED — — — 748,055 +50,051 +7.2% 0.93% $4.2M 2026-02-05 $5.29
2025 Q3 REDUCED 10.1% +13.7% ❌ 698,004 -78,512 -10.1% 0.81% $3.6M 2025-10-09 $6.55
2025 Q2 ADDED — — — 776,516 +83,363 +12.0% 1.37% $3.9M 2025-07-11 $5.81
2025 Q1 ADDED — — — 693,153 +11,819 +1.7% 2.00% $3.9M 2025-05-09 $4.81
2024 Q4 ADDED — — — 681,334 +376,795 +123.7% 2.42% $5.9M 2025-02-11 $8.29
2024 Q3 INITIATED — — — 304,539 — — 1.12% $2.1M 2024-11-13 $4.29

🏢 Other funds also holding CADL

As of 2026 Q1 — sorted by position size

Torrey Growth & Income Advisors 0.13% Tanager Wealth Management LLP 3Y 0.09% Belpointe Asset Management LLC 3Y 7Y 0.01% Stratos Wealth Advisors, LLC 3Y 7Y 0.01% Krilogy Financial LLC 3Y 7Y 0.0% China Universal Asset Management Co., Ltd. 3Y 0.0% HB Wealth Management, LLC 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0%

FAQ About Halter Ferguson Financial Inc. and CADL

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

How long has Halter Ferguson Financial Inc. reported owning CADL?

Halter Ferguson Financial Inc. reported CADL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CADL position in Halter Ferguson Financial Inc.'s portfolio?

The largest reported portfolio weight for CADL was 2.42% in 2024 Q4.

What is the latest reported CADL position on this page?

The most recent filing on this page is 2026 Q1, when Halter Ferguson Financial Inc. reported 904,051 shares, equal to 0.97% of portfolio, with an estimated market value of $4.4M.

What does the chart on this CADL ownership page compare?

The chart compares Halter Ferguson Financial Inc.'s quarterly CADL 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 Halter Ferguson Financial Inc. time their CADL position?

Based on 13F filing dates vs. subsequent CADL price moves, Halter Ferguson Financial Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on CADL relative to SPY over the holding period was +12.6%.

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