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Disclosery

FOSTER & MOTLEY INC: CALM position timeline

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

FOSTER & MOTLEY INC held 6,539 CALM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,539 shares
    Change vs previous 13F -2,769 shares

    0.02% of the 13F portfolio, value $527,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 9,308 shares
    Change vs previous 13F -272 shares

    0.04% of the 13F portfolio, value $737,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 9,580 shares
    Change vs previous 13F +2,112 shares

    0.04% of the 13F portfolio, value $762,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    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 7,468 shares
    Change vs previous 13F +5,406 shares

    0.04% of the 13F portfolio, value $703,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    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 2,062 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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