CLFD — CLEARFIELD INCORPORATED

Ownership history in Wealth Group Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in CLEARFIELD INCORPORATED (CLFD). 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
0.55% (2024 Q2)
Avg. % of fund
0.46%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 47,000 — 0% 0.31% $1.4M $29.15
2025 Q3 UNCHANGED 47,000 — 0% 0.37% $1.6M $34.38
2025 Q2 UNCHANGED 47,000 — 0% 0.52% $2.0M $43.41
2025 Q1 UNCHANGED 47,000 — 0% 0.41% $1.4M $29.72
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CLFD price (monthly, adj. close)

Other funds also holding CLFD

As of 2025 Q4 — sorted by position size

ACK Asset Management LLC 3Y 7Y 2.29% COOPER CREEK PARTNERS MANAGEMENT LLC 3Y 7Y 0.63% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.47% Nierenberg Investment Management Company, LLC 3Y 7Y 0.23% EntryPoint Capital, LLC 0.22% MAIRS & POWER INC 3Y 7Y 0.2% ROYCE & ASSOCIATES LP 3Y 7Y 0.11% Dana Investment Advisors, Inc. 3Y 7Y 0.11% PACK Private Wealth, LLC 3Y 0.1% Ancora Advisors LLC 3Y 7Y 0.09%
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