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True Wealth Design’s Cleveland-Cliffs CLF Stock Holding History

True Wealth Design’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
2026
Q3 		$1.34K Sell
122
-250
-67% -$2.84K ﹤0.01% 1827
2026
Q2 		$3.49K Hold
372
– – ﹤0.01% 1474
2026
Q1 		$3.14K Hold
372
– – ﹤0.01% 1382
2025
Q4 		$4.94K Sell
372
-9
-2% -$114 ﹤0.01% 1090
2025
Q3 		$4.65K Buy
381
+9
+2% +$95 ﹤0.01% 1104
2025
Q2 		$2.83K Sell
372
-1,931
-84% -$14.4K ﹤0.01% 1028
2025
Q1 		$18.9K Buy
2,303
+2,053
+821% +$20.9K 0.01% 356
2024
Q4 		$2.35K Sell
250
-11
-4% -$133 ﹤0.01% 697
2024
Q3 		$3.33K Sell
261
-24
-8% -$326 ﹤0.01% 663
2024
Q2 		$4.39K Buy
285
+9
+3% +$161 ﹤0.01% 291
2024
Q1 		$6.28K Buy
276
+8
+3% +$159 ﹤0.01% 265
2023
Q4 		$5.47K Buy
268
+2
+0.8% +$34 ﹤0.01% 261
2023
Q3 		$4.16K Hold
266
– – ﹤0.01% 237
2023
Q2 		$4.46K Sell
266
-1,000
-79% -$15.9K ﹤0.01% 247
2023
Q1 		$23.2K Buy
1,266
+4
+0.3% +$79 0.01% 195
2022
Q4 		$20.3K Buy
+1,262
New +$19K 0.01% 187

Other funds holding CLF

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Cleveland-Cliffs (CLF) stake by 67% in Q3 2026, selling an estimated $2.84K and leaving 122 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

True Wealth Design first reported a position in CLF in Q4 2022 and has held it in 16 quarters since. The position peaked at $23.2K in Q1 2023. 35 funds tracked by Wall St. Rank hold CLF as of Q3 2026.

  • True Wealth Design held 122 shares of Cleveland-Cliffs worth $1.34K as of Q3 2026.
  • True Wealth Design sold 250 Cleveland-Cliffs shares in Q3 2026, an estimated $2.84K.
  • Cleveland-Cliffs made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1827 holding.
  • True Wealth Design first reported a position in Cleveland-Cliffs in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Cleveland-Cliffs position peaked at $23.2K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2026.

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