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Disclosery

BCS Wealth Management: CALF position timeline

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

BCS Wealth Management held 46,047 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,047 shares
    Change vs previous 13F +946 shares

    0.42% of the 13F portfolio, value $2,330,505.

    13F-HR 0001798172-26-000003 filed by BCS 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 45,101 shares
    Change vs previous 13F -52,579 shares

    0.41% of the 13F portfolio, value $2,023,710.

    13F-HR 0001798172-26-000002 filed by BCS 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 97,680 shares
    Change vs previous 13F +51,160 shares

    0.44% of the 13F portfolio, value $4,334,100.

    13F-HR 0001798172-26-000001 filed by BCS 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 46,520 shares
    Change vs previous 13F -2,431 shares

    0.46% of the 13F portfolio, value $2,036,664.

    13F-HR 0001798172-25-000007 filed by BCS 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 48,951 shares
    Change vs previous 13F +28,315 shares

    0.42% of the 13F portfolio, value $1,949,000.

    13F-HR 0001798172-25-000004 filed by BCS 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 20,636 shares
    Change vs previous 13F -2,154 shares

    0.2% of the 13F portfolio, value $774,000.

    13F-HR 0001798172-25-000003 filed by BCS 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 22,790 shares
    Change vs previous 13F -805 shares

    0.25% of the 13F portfolio, value $1,003,000.

    13F-HR 0001798172-25-000001 filed by BCS 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 23,595 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,098,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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