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Disclosery

CHANNEL WEALTH LLC: FCAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHANNEL WEALTH LLC on FCAL, newest first. How the timeline and the estimate are built.

CHANNEL WEALTH LLC held 44,985 FCAL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,985 shares
    Change vs previous 13F +3,901 shares

    0.5% of the 13F portfolio, value $2,233,604.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH 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 41,084 shares
    Change vs previous 13F +6,575 shares

    0.49% of the 13F portfolio, value $2,008,597.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH 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 34,509 shares
    Change vs previous 13F +12,393 shares

    0.43% of the 13F portfolio, value $1,701,539.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH 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 22,116 shares
    Change vs previous 13F -9,692 shares

    0.29% of the 13F portfolio, value $1,078,597.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,808 shares
    Change vs previous 13F +2,111 shares

    0.43% of the 13F portfolio, value $1,525,830.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH LLC
    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 29,697 shares
    Change vs previous 13F -8,623 shares

    0.45% of the 13F portfolio, value $1,441,492.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 38,320 shares
    Change vs previous 13F +1,157 shares

    0.62% of the 13F portfolio, value $1,891,858.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH LLC
    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 37,163 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,864,839.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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