Skip to content
Disclosery

Long Island Wealth Management, Inc.: CALF position timeline

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

Long Island Wealth Management, Inc. held 173,149 CALF 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 173,149 shares
    Change vs previous 13F -2,819 shares

    3.62% of the 13F portfolio, value $8,763,079.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, 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 175,968 shares
    Change vs previous 13F -5,551 shares

    3.66% of the 13F portfolio, value $7,895,680.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, 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 181,519 shares
    Change vs previous 13F +1,744 shares

    3.81% of the 13F portfolio, value $8,054,000.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, 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 179,775 shares
    Change vs previous 13F -1,281 shares

    3.83% of the 13F portfolio, value $7,870,552.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, 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 181,056 shares
    Change vs previous 13F +25,289 shares

    3.74% of the 13F portfolio, value $7,208,746.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 155,767 shares
    Change vs previous 13F +34,264 shares

    3.56% of the 13F portfolio, value $5,841,255.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 121,503 shares
    Change vs previous 13F +105,834 shares

    3.35% of the 13F portfolio, value $5,347,344.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 15,669 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $728,945.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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