Apriem Advisors CDLR — CADELER A S

Ownership history in Apriem Advisors  ·  10 quarters on record

AI Ownership Summary

Apriem Advisors reported CADELER A S (CDLR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows CDLR at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apriem Advisors's position in CADELER A S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CDLR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CDLR stock page Apriem Advisors fund profile Apriem Advisors full holdings
How Apriem Advisors held CDLR — position size vs. price
% of Fund (quarterly)    CDLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 16,000 — 0% 0.04% $376K 2026-05-15 $28.84
2025 Q4 ADDED — — — 16,000 +300 +1.9% 0.03% $297K 2026-02-13 $25.90
2025 Q3 UNCHANGED — — — 15,700 — 0% 0.03% $324K 2025-11-10 $17.90
2025 Q2 UNCHANGED — — — 15,700 — 0% 0.03% $312K 2025-08-14 $19.91
2025 Q1 ADDED — — — 15,700 +700 +4.7% 0.04% $309K 2025-05-15 $19.39
2024 Q4 ADDED — — — 15,000 +512 +3.5% 0.04% $335K 2025-02-05 $21.26
2024 Q3 UNCHANGED — — — 14,488 — 0% 0.05% $408K 2024-11-14 $23.85
2024 Q2 UNCHANGED — — — 14,488 — 0% 0.04% $363K 2024-08-14 $25.55
2024 Q1 UNCHANGED — — — 14,488 — 0% 0.03% $263K 2024-05-15 $20.60
2023 Q4 INITIATED — — — 14,488 — — 0.04% $267K 2024-02-14 $17.87

🏢 Other funds also holding CDLR

As of 2026 Q1 — sorted by position size

VALUEWORKS LLC 3Y 7Y 3.22% Condire Management, LP 3Y 1.42% STEINBERGANNA WEALTH MANAGEMENT 0.14% Pinpoint Asset Management (Singapore) Pte. Ltd. 0.12% Yaupon Capital Management LP 3Y 7Y 0.07% NBC SECURITIES, INC. 0.07% Dynamic Technology Lab Private Ltd 3Y 7Y 0.03% STOREBRAND ASSET MANAGEMENT AS 0.03% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% WealthCollab, LLC 0.01%

FAQ About Apriem Advisors and CDLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apriem Advisors reported owning CDLR?

Apriem Advisors reported CDLR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CDLR position in Apriem Advisors's portfolio?

The largest reported portfolio weight for CDLR was 0.05% in 2024 Q3.

What is the latest reported CDLR position on this page?

The most recent filing on this page is 2026 Q1, when Apriem Advisors reported 16,000 shares, equal to 0.04% of portfolio, with an estimated market value of $376K.

What does the chart on this CDLR ownership page compare?

The chart compares Apriem Advisors's quarterly CDLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apriem Advisors time their CDLR position?

Based on 13F filing dates vs. subsequent CDLR price moves, Apriem Advisors correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CDLR relative to SPY over the holding period was +2.6%.

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