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Disclosery

JANICZEK WEALTH MANAGEMENT, LLC: CALF position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 321,789 CALF shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 321,789 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $14,034,677.

    13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).