Number of Shares
10,044
Previous 4,296 133.8%
Holding current value
$542 Million
Previous $229 Million 136.43%
% of portfolio
0.14%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
N/A
5,748 Added 133.8%
10,044 $542 Million
Q1 2025

Apr 28, 2025

BUY
N/A
4,296 New
4,296 $224 Million
Track This Portfolio

Track Clune & Associates, Ltd. Portfolio

Follow Clune & Associates, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clune & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Clune & Associates, Ltd. with notifications on news.