CLMB β€” CLIMB GLOBAL SOLUTIONS INC

Ownership history in SIGNATUREFD, LLC  Β·  9 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported CLIMB GLOBAL SOLUTIONS INC (CLMB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows CLMB 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 CLMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in CLIMB GLOBAL SOLUTIONS 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

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

High-water mark
Peak Conviction
0.0% 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 Q1 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.

How SIGNATUREFD, LLC held CLMB β€” position size vs. price
% of Fund (quarterly)    CLMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 462 +312 +208.0% 0.00% $9K 2026-04-07 $20.90
2025 Q4 REDUCED 150 -1 -0.7% 0.00% $15K 2026-01-20 $29.98
2025 Q3 ADDED 151 +1 +0.7% 0.00% $20K 2025-10-21 $32.44
2025 Q2 ADDED 150 +15 +11.1% 0.00% $16K 2025-07-16 $26.33
2025 Q1 REDUCED 135 -116 -46.2% 0.00% $15K 2025-05-02 $25.20
2024 Q4 UNCHANGED 251 β€” 0% 0.00% $32K 2025-02-10 $31.34
2024 Q3 ADDED 251 +3 +1.2% 0.00% $25K 2024-10-21 $26.73
2024 Q2 ADDED 248 +45 +22.2% 0.00% $16K 2024-07-29 $16.44
2024 Q1 INITIATED 203 β€” β€” 0.00% $14K 2024-05-03 $14.52

🏒 Other funds also holding CLMB

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.01% Farther Finance Advisors, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About SIGNATUREFD, LLC and CLMB

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

How long has SIGNATUREFD, LLC reported owning CLMB?

SIGNATUREFD, LLC reported CLMB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CLMB position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for CLMB was 0.00% in 2024 Q4.

What is the latest reported CLMB position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 462 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this CLMB ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly CLMB 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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