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Disclosery

LPL Financial LLC: CALI position timeline

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

LPL Financial LLC held 345,438 CALI 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 345,438 shares
    Change vs previous 13F +101,055 shares

    <0.01% of the 13F portfolio, value $17,456,704.

    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 244,383 shares
    Change vs previous 13F +71,625 shares

    <0.01% of the 13F portfolio, value $12,324,246.

    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 172,758 shares
    Change vs previous 13F +31,984 shares

    <0.01% of the 13F portfolio, value $8,717,352.

    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 140,774 shares
    Change vs previous 13F +37,851 shares

    <0.01% of the 13F portfolio, value $7,133,026.

    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 102,923 shares
    Change vs previous 13F +82,708 shares

    <0.01% of the 13F portfolio, value $5,192,453.

    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 20,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,018,027.

    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).