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Disclosery

Ellis Investment Partners, LLC: CALF position timeline

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

Ellis Investment Partners, LLC held 57,592 CALF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,592 shares
    Change vs previous 13F -765 shares

    0.44% of the 13F portfolio, value $2,914,778.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 58,357 shares
    Change vs previous 13F -3,199 shares

    0.45% of the 13F portfolio, value $2,618,514.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 61,556 shares
    Change vs previous 13F -508 shares

    0.48% of the 13F portfolio, value $2,731,260.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 62,064 shares
    Change vs previous 13F +3,059 shares

    0.49% of the 13F portfolio, value $2,717,163.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 59,005 shares
    Change vs previous 13F +5,550 shares

    0.46% of the 13F portfolio, value $2,349,270.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 53,455 shares
    Change vs previous 13F -5,935 shares

    0.41% of the 13F portfolio, value $2,004,573.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 59,390 shares
    Change vs previous 13F +518 shares

    0.51% of the 13F portfolio, value $2,613,733.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 58,872 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,738,748.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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