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Disclosery

LPL Financial LLC: CALM position timeline

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

LPL Financial LLC held 71,692 CALM 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 71,692 shares
    Change vs previous 13F +9,949 shares

    <0.01% of the 13F portfolio, value $5,775,534.

    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 61,743 shares
    Change vs previous 13F -6,653 shares

    <0.01% of the 13F portfolio, value $4,886,922.

    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 68,396 shares
    Change vs previous 13F +14,047 shares

    <0.01% of the 13F portfolio, value $5,442,307.

    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 54,349 shares
    Change vs previous 13F +4,503 shares

    <0.01% of the 13F portfolio, value $5,114,195.

    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 49,846 shares
    Change vs previous 13F +25,053 shares

    <0.01% of the 13F portfolio, value $4,966,172.

    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 24,793 shares
    Change vs previous 13F -5,133 shares

    <0.01% of the 13F portfolio, value $2,253,728.

    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 29,926 shares
    Change vs previous 13F -1,436 shares

    <0.01% of the 13F portfolio, value $3,079,960.

    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 31,362 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,347,131.

    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).