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Avantax Planning Partners, Inc.: CALF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on CALF, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 7,103 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,103 shares
    Change vs previous 13F -508 shares

    0.01% of the 13F portfolio, value $359,483.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,611 shares
    Change vs previous 13F -213 shares

    0.01% of the 13F portfolio, value $341,506.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,824 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $347,151.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,803 shares
    Change vs previous 13F -3,024 shares

    0.01% of the 13F portfolio, value $341,615.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,827 shares
    Change vs previous 13F -1,694 shares

    0.01% of the 13F portfolio, value $431,077.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,521 shares
    Change vs previous 13F -4,447 shares

    0.02% of the 13F portfolio, value $469,541.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,968 shares
    Change vs previous 13F -510 shares

    0.03% of the 13F portfolio, value $746,755.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $813,054.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).