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Disclosery

LPL Financial LLC: CALY position timeline

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

LPL Financial LLC held 246,649 CALY 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 246,649 shares
    Change vs previous 13F +8,675 shares

    <0.01% of the 13F portfolio, value $4,634,535.

    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 237,974 shares
    Change vs previous 13F -25,770 shares

    <0.01% of the 13F portfolio, value $3,303,079.

    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 263,744 shares
    Change vs previous 13F +41,025 shares

    <0.01% of the 13F portfolio, value $3,077,892.

    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 222,719 shares
    Change vs previous 13F +896 shares

    <0.01% of the 13F portfolio, value $2,115,831.

    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 221,823 shares
    Change vs previous 13F +36,527 shares

    <0.01% of the 13F portfolio, value $1,785,675.

    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 185,296 shares
    Change vs previous 13F +23,451 shares

    <0.01% of the 13F portfolio, value $1,221,101.

    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 161,845 shares
    Change vs previous 13F -12,760 shares

    <0.01% of the 13F portfolio, value $1,272,102.

    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 174,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,917,163.

    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).