Wealthspire Advisors, LLC CRDL β€” Cardiol Therapeutics Inc Class A

Ownership history in Wealthspire Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Wealthspire Advisors, LLC reported Cardiol Therapeutics Inc Class A (CRDL) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows CRDL 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 CRDL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire Advisors, LLC's position in Cardiol Therapeutics Inc Class A, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 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 Wealthspire Advisors, LLC held CRDL β€” position size vs. price
% of Fund (quarterly)    CRDL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 15,151 β€” 0% 0.00% $20K 2026-05-01 $1.37
2025 Q4 UNCHANGED β€” β€” β€” 15,151 β€” 0% 0.00% $14K 2026-02-13 $1.04
2025 Q2 UNCHANGED β€” β€” β€” 15,151 β€” 0% 0.00% $21K 2025-08-11 $1.03
2025 Q1 UNCHANGED β€” β€” β€” 15,151 β€” 0% 0.00% $15K 2025-05-09 $1.15
2024 Q4 REDUCED 50.0% -24.2% βœ… 15,151 -15,151 -50.0% 0.00% $19K 2025-02-04 $1.40
2024 Q3 INITIATED β€” β€” β€” 30,302 β€” β€” 0.00% $60K 2024-11-13 $1.91

FAQ About Wealthspire Advisors, LLC and CRDL

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

How long has Wealthspire Advisors, LLC reported owning CRDL?

Wealthspire Advisors, LLC reported CRDL across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CRDL position in Wealthspire Advisors, LLC's portfolio?

The largest reported portfolio weight for CRDL was 0.00% in 2024 Q3.

What is the latest reported CRDL position on this page?

The most recent filing on this page is 2026 Q1, when Wealthspire Advisors, LLC reported 15,151 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this CRDL ownership page compare?

The chart compares Wealthspire Advisors, LLC's quarterly CRDL 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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