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.
| 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 |
| 2024 Q4 | UNCHANGED | 47,000 | — | 0% | 0.42% | $1.5M | $31.00 |
| 2024 Q3 | UNCHANGED | 47,000 | — | 0% | 0.53% | $1.8M | $38.96 |
| 2024 Q2 | UNCHANGED | 47,000 | — | 0% | 0.55% | $1.8M | $38.56 |
| 2024 Q1 | UNCHANGED | 47,000 | — | 0% | 0.54% | $1.7M | $30.84 |
| 2023 Q4 | INITIATED | 47,000 | — | — | 0.45% | $1.4M | — |
As of 2025 Q4 — sorted by position size