CADL — CANDEL THERAPEUTICS INC

Ownership history in Transform Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in CANDEL THERAPEUTICS INC (CADL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.0%
First filed
2024 Q4
Last filed
2024 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 3,500 -8,077 -69.8% 0.00% $30K $8.68
2024 Q4 INITIATED 11,577 — — 0.01% $100K $8.68
% of Fund (quarterly)    CADL price (monthly, adj. close)

Other funds also holding CADL

As of 2025 Q4 — sorted by position size

ACORN CAPITAL ADVISORS, LLC 4.94% Halter Ferguson Financial Inc. 0.93% Portolan Capital Management, LLC 3Y 7Y 0.51% Sands Capital Alternatives, LLC 3Y 0.44% Birchview Capital, LP 3Y 7Y 0.2% Torrey Growth & Income Advisors 0.13% Tanager Wealth Management LLP 3Y 0.11% Boreal Capital Management LLC 0.07% Taylor Financial Group, Inc. 0.05% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01%
← Back to Transform Wealth, LLC Holdings