TWD
CLFD icon

True Wealth Design’s Clearfield CLFD Stock Holding History

True Wealth Design’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$63 Buy
+2
New +$61 ﹤0.01% 2490
2026
Q2 		– Sell
-7
Closed -$186 – 2697
2026
Q1 		$186 Sell
7
-2
-22% -$61 ﹤0.01% 2344
2025
Q4 		$263 Sell
9
-8
-47% -$257 ﹤0.01% 2156
2025
Q3 		$585 Hold
17
– – ﹤0.01% 1955
2025
Q2 		$738 Buy
17
+2
+13% +$69 ﹤0.01% 1589
2025
Q1 		$446 Buy
+15
New +$501 ﹤0.01% 1584

Other funds holding CLFD

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

True Wealth Design opened a new position in Clearfield (CLFD) in Q3 2026: 2 shares worth $63. The stake represents ﹤0.01% of the portfolio and ranks #2490 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CLFD as recently as Q1 2026.

True Wealth Design first reported a position in CLFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $738 in Q2 2025. 10 funds tracked by Wall St. Rank hold CLFD as of Q3 2026.

  • True Wealth Design held 2 shares of Clearfield worth $63 as of Q3 2026.
  • Clearfield was a new True Wealth Design position in Q3 2026.
  • Clearfield made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2490 holding.
  • True Wealth Design first reported a position in Clearfield in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Clearfield position peaked at $738 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Clearfield as of Q3 2026.

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