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LMG Wealth Partners’s Cleveland-Cliffs CLF Stock Holding History

LMG Wealth Partners’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$76K – 152
2025
Q2 		$76K Hold
10,000
– – 0.02% 139
2025
Q1 		$82.2K Buy
+10,000
New +$102K 0.02% 128

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LMG Wealth Partners's CLF Position: Q3 2025 in Review

LMG Wealth Partners sold out of Cleveland-Cliffs (CLF) in Q3 2025, closing a stake of 10,000 shares — an estimated $76K sold.

LMG Wealth Partners first reported a position in CLF in Q1 2025 and held it in 2 quarters. The position peaked at $82.2K in Q1 2025. 564 funds tracked by Wall St. Rank hold CLF as of Q3 2025.

  • LMG Wealth Partners reported no remaining Cleveland-Cliffs position as of Q3 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 10,000 Cleveland-Cliffs shares in Q3 2025, an estimated $76K.
  • LMG Wealth Partners first reported a position in Cleveland-Cliffs in Q1 2025 and held it in 2 quarters.
  • LMG Wealth Partners's Cleveland-Cliffs position peaked at $82.2K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2025.

Based on LMG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.