True Wealth Design
CLDT icon

True Wealth Design’s Chatham Lodging CLDT Stock Holding History

True Wealth Design’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.89K Hold
141
– – ﹤0.01% 1700
2026
Q2 		$1.87K Sell
141
-8
-5% -$83 ﹤0.01% 1713
2026
Q1 		$1.17K Buy
149
+22
+17% +$164 ﹤0.01% 1742
2025
Q4 		$865 Sell
127
-259
-67% -$1.72K ﹤0.01% 1761
2025
Q3 		$2.59K Buy
386
+120
+45% +$859 ﹤0.01% 1372
2025
Q2 		$1.86K Buy
266
+250
+1,563% +$1.74K ﹤0.01% 1211
2025
Q1 		$115 Buy
+16
New +$133 ﹤0.01% 2151
2024
Q4 		– Sell
-914
Closed -$7.79K – 1389
2024
Q3 		$7.79K Buy
914
+7
+0.8% +$59 ﹤0.01% 468
2024
Q2 		$7.72K Buy
907
+7
+0.8% +$63 ﹤0.01% 255
2024
Q1 		$9.1K Buy
900
+6
+0.7% +$63 ﹤0.01% 249
2023
Q4 		$9.6K Buy
894
+6
+0.7% +$60 ﹤0.01% 234
2023
Q3 		$8.5K Buy
888
+6
+0.7% +$57 ﹤0.01% 211
2023
Q2 		$8.25K Buy
882
+6
+0.7% +$59 ﹤0.01% 222
2023
Q1 		$9.19K Buy
876
+5
+0.6% +$61 ﹤0.01% 246
2022
Q4 		$10.7K Buy
+871
New +$10.7K ﹤0.01% 216

Other funds holding CLDT

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Pensionfund Sabic
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's CLDT Position: Q3 2026 in Review

True Wealth Design held its Chatham Lodging (CLDT) position steady in Q3 2026 at 141 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

True Wealth Design first reported a position in CLDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.7K in Q4 2022. 19 funds tracked by Wall St. Rank hold CLDT as of Q3 2026.

  • True Wealth Design held 141 shares of Chatham Lodging worth $1.89K as of Q3 2026.
  • True Wealth Design left its Chatham Lodging share count unchanged in Q3 2026.
  • Chatham Lodging made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1700 holding.
  • True Wealth Design first reported a position in Chatham Lodging in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Chatham Lodging position peaked at $10.7K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.