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Disclosery

Avondale Wealth Management: CALF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avondale Wealth Management on CALF, newest first. How the timeline and the estimate are built.

Avondale Wealth Management held 6,779 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,779 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $343,097.

    13F-HR 0001214659-26-008458 filed by Avondale Wealth Management
    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 6,779 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $304,184.

    13F-HR 0001214659-26-004671 filed by Avondale Wealth Management
    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 6,779 shares
    Change vs previous 13F -2,098 shares

    0.15% of the 13F portfolio, value $300,794.

    13F-HR 0001214659-26-002075 filed by Avondale Wealth Management
    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 8,877 shares
    Change vs previous 13F -3,951 shares

    0.21% of the 13F portfolio, value $388,655.

    13F-HR 0001214659-25-016789 filed by Avondale Wealth Management
    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 12,828 shares
    Change vs previous 13F -215,141 shares

    0.29% of the 13F portfolio, value $510,761.

    13F-HR 0001738720-25-000003 filed by Avondale Wealth Management
    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 227,969 shares
    Change vs previous 13F -25,500 shares

    5.38% of the 13F portfolio, value $8,548,827.

    13F-HR 0001738720-25-000002 filed by Avondale Wealth Management
    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 253,469 shares
    Change vs previous 13F +16,941 shares

    7.15% of the 13F portfolio, value $11,155,161.

    13F-HR 0001738720-25-000001 filed by Avondale Wealth Management
    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 236,528 shares
    Change vs previous 13F not available

    7.15% of the 13F portfolio, value $11,003,299.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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