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Disclosery

Financial Advocates Investment Management: CALF position timeline

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

Financial Advocates Investment Management held 17,700 CALF shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,700 shares
    Change vs previous 13F -27,857 shares

    0.44% of the 13F portfolio, value $774,908.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 45,557 shares
    Change vs previous 13F -2,745 shares

    0.15% of the 13F portfolio, value $1,813,874.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 48,302 shares
    Change vs previous 13F -9,320 shares

    0.13% of the 13F portfolio, value $1,811,353.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 57,622 shares
    Change vs previous 13F -1,673 shares

    0.14% of the 13F portfolio, value $2,535,921.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 59,295 shares
    Change vs previous 13F -410 shares

    0.15% of the 13F portfolio, value $2,667,933.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 59,705 shares
    Change vs previous 13F +3,614 shares

    0.16% of the 13F portfolio, value $2,600,751.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 56,091 shares
    Change vs previous 13F +5,557 shares

    0.16% of the 13F portfolio, value $2,757,419.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 50,534 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,427,148.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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