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WINEBRENNER CAPITAL MANAGEMENT LLC → CLM

WINEBRENNER CAPITAL MANAGEMENT LLC CLM Position History

Cornerstone Strategic Investment Fund, Inc. • Financial Services

Quarters held
5
Latest value
$869K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.1M
Q4 2025$1.1M
Q1 2026$1.1M
Q2 2026$1.2M
Q3 2026$869K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$869K135.8K——
Q2 2026$1.2M158.0K——
Q1 2026$1.1M157.8K——
Q4 2025$1.1M136.8K——
Q3 2025$1.1M133.8K——

Other funds holding CLM

Other WINEBRENNER CAPITAL MANAGEMENT LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$7.6M
HONA

DIMENSIONAL ETF TRUST

$6.6M
NVDA

NVIDIA CORPORATION

$6.4M
HONA

DIMENSIONAL ETF TRUST

$6.4M
NVDA

NVIDIA CORPORATION

$6.3M