Pasadena Private Wealth, LLC
CIK
0001760578
City
PASADENA
State / Country
CA
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $171,020 | 20,457 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $116,863 | 14,114 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $113,233 | 13,945 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $84,852 | 11,603 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $128,257 | 15,170 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $114,671 | 15,170 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $114,968 | 15,170 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $112,282 | 15,170 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $263,688 | 37,261 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $151,887 | 19,170 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $292,251 | 35,433 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $269,812 | 35,190 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $142,357 | 19,625 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $152,631 | 18,095 | Shares | Sole | 2022-11-18 |
| 2022-06-30 | $142,473 | 16,871 | Shares | Sole | 2022-08-08 |