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Certified Advisory Corp: CALF position timeline

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

Certified Advisory Corp held 35,627 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 35,627 shares
    Change vs previous 13F -1,096 shares

    0.15% of the 13F portfolio, value $1,803,058.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 36,723 shares
    Change vs previous 13F -46,123 shares

    0.15% of the 13F portfolio, value $1,647,753.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 82,846 shares
    Change vs previous 13F -11,883 shares

    0.33% of the 13F portfolio, value $3,675,879.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 94,729 shares
    Change vs previous 13F -10,081 shares

    0.39% of the 13F portfolio, value $4,147,256.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 104,810 shares
    Change vs previous 13F +5,348 shares

    0.43% of the 13F portfolio, value $4,173,006.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 99,462 shares
    Change vs previous 13F -78,900 shares

    0.42% of the 13F portfolio, value $3,729,816.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 178,362 shares
    Change vs previous 13F -3,488 shares

    0.85% of the 13F portfolio, value $7,849,705.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 181,850 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $8,459,643.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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