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INSTRUMENTAL WEALTH, LLC: CALF position timeline

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

INSTRUMENTAL WEALTH, LLC held 0 CALF shares at 2025-12-31 per its 13F-HR filed 2026-02-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -104,305 shares

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 104,305 shares
    Change vs previous 13F -4,457 shares

    3.17% of the 13F portfolio, value $4,512,220.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 108,762 shares
    Change vs previous 13F +2,417 shares

    3.49% of the 13F portfolio, value $4,387,450.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 106,345 shares
    Change vs previous 13F +11,402 shares

    3.45% of the 13F portfolio, value $3,803,955.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 94,943 shares
    Change vs previous 13F +14,979 shares

    3.69% of the 13F portfolio, value $3,896,447.

    13F-HR 0001976010-25-000001 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 79,964 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $3,732,698.

    13F-HR 0001976010-24-000011 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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