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Ledgewood Wealth Advisors’s Cardiff Oncology CRDF Stock Holding History

Ledgewood Wealth Advisors’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Hold
11,190
– – 0.01% 77
2026
Q1 		$18.1K Hold
11,190
– – 0.01% 73
2025
Q4 		$31.4K Hold
11,190
– – 0.02% 71
2025
Q3 		$23.1K Hold
11,190
– – 0.01% 73
2025
Q2 		$35.2K Hold
11,190
– – 0.02% 69
2025
Q1 		$35.1K Buy
+11,190
New +$44.3K 0.02% 69

Other funds holding CRDF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ledgewood Wealth Advisors's CRDF Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Cardiff Oncology (CRDF) position steady in Q2 2026 at 11,190 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #77.

Ledgewood Wealth Advisors first reported a position in CRDF in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.2K in Q2 2025. 15 funds tracked by Wall St. Rank hold CRDF as of Q2 2026.

  • Ledgewood Wealth Advisors held 11,190 shares of Cardiff Oncology worth $14.5K as of Q2 2026.
  • Ledgewood Wealth Advisors left its Cardiff Oncology share count unchanged in Q2 2026.
  • Cardiff Oncology made up 0.01% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Ledgewood Wealth Advisors first reported a position in Cardiff Oncology in Q1 2025 and has held it in 6 quarters since.
  • Ledgewood Wealth Advisors's Cardiff Oncology position peaked at $35.2K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.