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Bright Futures Wealth Management, LLC.: CALF position timeline

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

Bright Futures Wealth Management, LLC. held 4,106 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,106 shares
    Change vs previous 13F -1,633 shares

    0.13% of the 13F portfolio, value $207,802.

    13F-HR 0001803980-26-000004 filed by Bright Futures Wealth Management, LLC.
    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 5,739 shares
    Change vs previous 13F -522 shares

    0.18% of the 13F portfolio, value $257,497.

    13F-HR 0001803980-26-000002 filed by Bright Futures Wealth Management, LLC.
    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 6,261 shares
    Change vs previous 13F -74,723 shares

    0.21% of the 13F portfolio, value $277,791.

    13F-HR 0001803980-26-000001 filed by Bright Futures Wealth Management, LLC.
    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 80,984 shares
    Change vs previous 13F +2,485 shares

    2.77% of the 13F portfolio, value $3,545,470.

    13F-HR 0001803980-25-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 78,499 shares
    Change vs previous 13F -2,403 shares

    2.91% of the 13F portfolio, value $2,649,355.

    13F-HR 0001803980-25-000002 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 80,902 shares
    Change vs previous 13F -517 shares

    3.23% of the 13F portfolio, value $3,630,078.

    13F-HR 0001803980-25-000001 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 81,419 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,651,624.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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