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IHT Wealth Management, LLC: CALF position timeline

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

IHT Wealth Management, LLC held 40,944 CALF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,944 shares
    Change vs previous 13F -4,972 shares

    0.04% of the 13F portfolio, value $2,072,198.

    13F-HR 0001104659-26-096531 filed by IHT Wealth Management, 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 45,916 shares
    Change vs previous 13F -8,888 shares

    0.05% of the 13F portfolio, value $2,060,253.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, 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 54,804 shares
    Change vs previous 13F -8,178 shares

    0.06% of the 13F portfolio, value $2,431,634.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, 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 62,982 shares
    Change vs previous 13F -74,947 shares

    0.07% of the 13F portfolio, value $2,757,356.

    13F-HR 0001104659-25-112424 filed by IHT Wealth Management, 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 137,929 shares
    Change vs previous 13F -2,040 shares

    0.15% of the 13F portfolio, value $5,491,616.

    13F-HR 0001104659-25-078291 filed by IHT Wealth Management, 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 139,969 shares
    Change vs previous 13F -5,137 shares

    0.16% of the 13F portfolio, value $5,248,927.

    13F-HR 0001104659-25-049059 filed by IHT Wealth Management, 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 145,106 shares
    Change vs previous 13F +43,856 shares

    0.21% of the 13F portfolio, value $6,386,103.

    13F-HR 0001104659-25-013520 filed by IHT Wealth Management, 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 101,250 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,709,042.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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