Cleveland-Cliffs Inc.
MX ˙ BMV ˙ US1858991011
SecurityMX:CLF / Cleveland-Cliffs Inc.
InstitutionAxim Planning & Wealth
Latest Disclosed Ownership99,376 shares
Latest Disclosed Value $ 839,727
Axim Planning & Wealth reports 24.41% increase in ownership of CLF / Cleveland-Cliffs Inc.

On May 14, 2026 - Axim Planning & Wealth filed a 13F-HR form disclosing ownership of 99,376 shares of Cleveland-Cliffs Inc. (MX:CLF) valued at $839,727 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 79,877 shares of Cleveland-Cliffs Inc.. This represents a change in shares of 24.41% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CLEVELAND-CLIFFS INC COM 185899101 99,376 19,499 24.41 840 -20.85 1.0186
2026-02-13 2025-12-31 13F CLEVELAND-CLIFFS INC COM 185899101 79,877 -161,462 -66.90 1,061 -63.99 1.1158
2025-11-05 2025-09-30 13F CLEVELAND-CLIFFS INC COM 185899101 241,339 768 0.32 2,944 61.05 2.3234
2025-08-06 2025-06-30 13F CLEVELAND-CLIFFS INC COM 185899101 240,571 18,479 8.32 1,828 0.16 1.6708
2025-05-13 2025-03-31 13F CLEVELAND-CLIFFS INC COM 185899101 222,092 19,135 9.43 1,826 -4.30 1.6180
2025-02-11 2024-12-31 13F CLEVELAND-CLIFFS INC COM 185899101 202,957 202,957 1,908 2.0312
2023-02-08 2022-12-31 13F CLEVELAND-CLIFFS INC COM 185899101 0 -1,091 -100.00 0 -100.00
2022-11-14 2022-09-30 13F CLEVELAND-CLIFFS INC COM 185899101 1,091 -5,300 -82.93 15 -84.69 0.0148
2022-10-13 2022-06-30 13F CLEVELAND-CLIFFS INC COM 185899101 6,391 6,391 98 0.0760
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.