Skip to content
Disclosery

MONECO ADVISORS, LLC: CALF position timeline

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

MONECO ADVISORS, LLC held 5,775 CALF 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 5,775 shares
    Change vs previous 13F -1,376 shares

    0.02% of the 13F portfolio, value $292,275.

    13F-HR 0001765690-26-000011 filed by MONECO 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 7,151 shares
    Change vs previous 13F -1,932 shares

    0.02% of the 13F portfolio, value $320,865.

    13F-HR 0001765690-26-000007 filed by MONECO 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 9,083 shares
    Change vs previous 13F -913 shares

    0.03% of the 13F portfolio, value $402,993.

    13F-HR 0001765690-26-000005 filed by MONECO 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 9,996 shares
    Change vs previous 13F -6,186 shares

    0.04% of the 13F portfolio, value $437,604.

    13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, 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 16,182 shares
    Change vs previous 13F -76,634 shares

    0.06% of the 13F portfolio, value $644,286.

    13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, 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 92,816 shares
    Change vs previous 13F -35,108 shares

    0.36% of the 13F portfolio, value $3,480,609.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, 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 127,924 shares
    Change vs previous 13F -51,138 shares

    0.59% of the 13F portfolio, value $5,629,957.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, 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 179,062 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $8,329,969.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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