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Disclosery

LPL Financial LLC: CALF position timeline

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

LPL Financial LLC held 3,165,036 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 3,165,036 shares
    Change vs previous 13F +27,290 shares

    0.04% of the 13F portfolio, value $160,182,450.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 3,137,746 shares
    Change vs previous 13F -429,011 shares

    0.04% of the 13F portfolio, value $140,790,657.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 3,566,757 shares
    Change vs previous 13F -347,079 shares

    0.04% of the 13F portfolio, value $158,257,007.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 3,913,836 shares
    Change vs previous 13F -555,532 shares

    0.05% of the 13F portfolio, value $171,347,705.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 4,469,368 shares
    Change vs previous 13F -419,443 shares

    0.06% of the 13F portfolio, value $177,947,853.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 4,888,811 shares
    Change vs previous 13F -1,514,759 shares

    0.07% of the 13F portfolio, value $183,330,388.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 6,403,570 shares
    Change vs previous 13F -508,731 shares

    0.11% of the 13F portfolio, value $281,821,108.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 6,912,301 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $321,560,243.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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