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Disclosery

Costello Asset Management, INC: CALM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on CALM, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 2,915 CALM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,915 shares
    Change vs previous 13F -530 shares

    0.07% of the 13F portfolio, value $234,832.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 3,445 shares
    Change vs previous 13F +1,570 shares

    0.09% of the 13F portfolio, value $272,672.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 1,875 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $149,194.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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