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Disclosery

M Holdings Securities, Inc.: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on CAIE, newest first. How the timeline and the estimate are built.

M Holdings Securities, Inc. held 26,388 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,388 shares
    Change vs previous 13F +11,570 shares

    0.1% of the 13F portfolio, value $715,000.

    13F-HR 0001569638-26-000003 filed by M Holdings Securities, 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 14,818 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $406,000.

    13F-HR 0001569638-26-000002 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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