Caldwell Partners IntlCWLPF

13F holders, Q1 2026 (March 31)
1holders
1new positions
0sold out
$0.56avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Caldwell Partners Intl (CWLPF) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holder was Ascentis Independent Advisors ($3K).

Company
Caldwell Partners Intl
CUSIP
12913L203
Latest filing quarter
Q1 2026

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$3K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 5,000 shares bought, net +5,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Ascentis Independent Advisors 0.00% New 5,000 $3K

"% of holder's portfolio" is CWLPF's weight in each manager's 13F, not the share of Caldwell Partners Intl the manager owns.