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FIDUCIARY FINANCIAL GROUP, LLC: CALF position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 46,199 CALF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,199 shares
    Change vs previous 13F -669 shares

    0.29% of the 13F portfolio, value $2,461,483.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,868 shares
    Change vs previous 13F -377 shares

    0.27% of the 13F portfolio, value $2,371,989.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,245 shares
    Change vs previous 13F +13,031 shares

    0.28% of the 13F portfolio, value $2,119,883.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,214 shares
    Change vs previous 13F +24,766 shares

    0.21% of the 13F portfolio, value $1,518,075.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,448 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $413,633.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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