Position in CDLX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$567
+$20 QoQ
Shares Held
54
+63.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDLX Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Rialto Wealth Management, LLC holds $52,549 across 4 Advertising Agencies names.
All Filings in CDLX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $567 | 540 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $547 | 333 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||