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Modern Wealth Management, LLC: CALF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on CALF, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 46,300 CALF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,300 shares
    Change vs previous 13F +18,529 shares

    0.03% of the 13F portfolio, value $2,343,218.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 27,771 shares
    Change vs previous 13F -249,221 shares

    0.02% of the 13F portfolio, value $1,247,729.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 276,992 shares
    Change vs previous 13F -136,073 shares

    0.22% of the 13F portfolio, value $12,290,115.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 413,065 shares
    Change vs previous 13F -57,584 shares

    0.36% of the 13F portfolio, value $18,083,988.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 470,649 shares
    Change vs previous 13F +16,004 shares

    0.47% of the 13F portfolio, value $18,738,879.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 454,645 shares
    Change vs previous 13F +62,830 shares

    0.55% of the 13F portfolio, value $17,049,205.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 391,815 shares
    Change vs previous 13F +24,812 shares

    0.64% of the 13F portfolio, value $17,243,770.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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/A 367,003 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $17,072,980.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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