CALDWELL PARTNERS INTL F (CWLPF)
Institutional ownership reported to the SEC as of Q1 2026, across 9 quarters.
1
Reporting holders
$2.8K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ascentis Independent Advisors | $2.8K | 5,000 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 1 | $2.8K | 5,000 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $3.7K | 5,000 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $2.5K | 5,000 | 0 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $2.6K | 5,000 | 0 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $3.1K | 5,000 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $4.3K | 5,000 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $3.5K | 5,000 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $3.0K | 5,000 | 1 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $3.5K | 5,000 | 1 | 0 | 0 | 0.0% |