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Millington Financial Advisors, LLC: CAIE position timeline

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

Millington Financial Advisors, LLC held 154,290 CAIE 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 154,290 shares
    Change vs previous 13F +14,898 shares

    1.62% of the 13F portfolio, value $4,131,879.

    13F-HR 0001986152-26-000112 filed by Millington Financial Advisors, 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 139,392 shares
    Change vs previous 13F -16,610 shares

    1.59% of the 13F portfolio, value $3,780,324.

    13F-HR 0001986152-26-000071 filed by Millington Financial Advisors, 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 156,002 shares
    Change vs previous 13F +62,776 shares

    1.85% of the 13F portfolio, value $4,177,730.

    13F-HR 0001986152-26-000015 filed by Millington Financial Advisors, 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 93,226 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,512,445.

    13F-HR 0001986152-25-000093 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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