Key FInancial Inc CLPT — CLEARPOINT NEURO INC

Ownership history in Key FInancial Inc  ·  10 quarters on record

AI Ownership Summary

Key FInancial Inc reported CLEARPOINT NEURO INC (CLPT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CLPT at 0.00% 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 CLPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key FInancial Inc's position in CLEARPOINT NEURO 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

CLPT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2023 Q4 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.

CLPT stock page Key FInancial Inc fund profile Key FInancial Inc full holdings
How Key FInancial Inc held CLPT — position size vs. price
% of Fund (quarterly)    CLPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 25 — 0% 0.00% $228 2026-04-24 $11.78
2025 Q4 UNCHANGED — — — 25 — 0% 0.00% $342 2026-02-09 $14.11
2025 Q3 UNCHANGED — — — 25 — 0% 0.00% $523 2025-11-05 $16.98
2025 Q2 UNCHANGED — — — 25 — 0% 0.00% $298 2025-08-05 $10.53
2025 Q1 UNCHANGED — — — 25 — 0% 0.00% $297 2025-05-01 $13.91
2024 Q4 UNCHANGED — — — 25 — 0% 0.00% $384 2025-01-31 $17.46
2024 Q3 UNCHANGED — — — 25 — 0% 0.00% $280 2024-10-29 $13.02
2024 Q2 UNCHANGED — — — 25 — 0% 0.00% $135 2024-07-30 $7.21
2024 Q1 UNCHANGED — — — 25 — 0% 0.00% $170 2024-05-01 $5.42
2023 Q4 INITIATED — — — 25 — — 0.00% $170 2024-01-31 $6.96

🏢 Other funds also holding CLPT

As of 2026 Q1 — sorted by position size

PARSONS CAPITAL MANAGEMENT INC/RI 3Y 7Y 0.06% SG Americas Securities, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% City State Bank 3Y 0.0% OPPENHEIMER & CO INC 3Y 7Y 0.0% Financial Management Professionals, Inc. 3Y 7Y 0.0% Bell Investment Advisors, Inc 3Y 0.0% GAMMA Investing LLC 0.0% Fortitude Family Office, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Key FInancial Inc and CLPT

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

How long has Key FInancial Inc reported owning CLPT?

Key FInancial Inc reported CLPT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CLPT position in Key FInancial Inc's portfolio?

The largest reported portfolio weight for CLPT was 0.00% in 2025 Q3.

What is the latest reported CLPT position on this page?

The most recent filing on this page is 2026 Q1, when Key FInancial Inc reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $228.

What does the chart on this CLPT ownership page compare?

The chart compares Key FInancial Inc's quarterly CLPT 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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