Position in CLSK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$226,195
-$3,852 QoQ
Shares Held
26,580
+16.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLSK Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. CLSK ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in CLSK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,195 | 26,580 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $230,047 | 22,732 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $329,715 | 22,739 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $287,949 | 26,106 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $132,249 | 19,680 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,524 | 817 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,191 | 877 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $13,573 | 851 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $20,807 | 981 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $11,879 | 1,077 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,088 | 1,073 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,603 | 1,073 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,982 | 1,073 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,730 | 2,319 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,641 | 1,145 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,488 | 1,145 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $14,163 | 1,145 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,900 | 1,145 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||