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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → CLBT
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CLBT Position History
Cellebrite DI Ltd. • Technology
Quarters held
9
Latest value
$345K
Q3 2026
Peak value
$484K
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $1K |
| Q1 2023 | $2K |
| Q2 2023 | $2K |
| Q2 2025 | $117K |
| Q3 2025 | $301K |
| Q4 2025 | $294K |
| Q1 2026 | $410K |
| Q2 2026 | $484K |
| Q3 2026 | $345K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $345K | 30.6K | — | — |
| Q2 2026 | $484K | 33.1K | — | — |
| Q1 2026 | $410K | 29.8K | — | — |
| Q4 2025 | $294K | 16.3K | — | — |
| Q3 2025 | $301K | 16.3K | — | — |
| Q2 2025 | $117K | 7.3K | — | — |
| Q2 2023 | $2K | 250 | — | — |
| Q1 2023 | $2K | 250 | — | — |
| Q4 2022 | $1K | 250 | — | — |
Other funds holding CLBT
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF