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Clarus Wealth Advisors: CALF position timeline

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

Clarus Wealth Advisors held 99,159 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,159 shares
    Change vs previous 13F -3,673 shares

    1.96% of the 13F portfolio, value $5,081,899.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 102,832 shares
    Change vs previous 13F -3,247 shares

    1.99% of the 13F portfolio, value $4,673,714.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 106,079 shares
    Change vs previous 13F +69 shares

    2.01% of the 13F portfolio, value $4,841,446.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 106,010 shares
    Change vs previous 13F -1,800 shares

    2.07% of the 13F portfolio, value $4,687,762.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 107,810 shares
    Change vs previous 13F +4,401 shares

    2.06% of the 13F portfolio, value $4,456,865.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 103,409 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $3,645,167.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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