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Disclosery

MONEYWISE, INC.: CALF position timeline

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

MONEYWISE, INC. held 21,298 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,298 shares
    Change vs previous 13F -4,210 shares

    0.4% of the 13F portfolio, value $1,077,872.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 25,508 shares
    Change vs previous 13F -5,574 shares

    0.5% of the 13F portfolio, value $1,144,525.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 31,082 shares
    Change vs previous 13F -32,309 shares

    0.57% of the 13F portfolio, value $1,379,104.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 63,391 shares
    Change vs previous 13F -2,935 shares

    1.26% of the 13F portfolio, value $2,775,262.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 66,326 shares
    Change vs previous 13F -24,316 shares

    1.24% of the 13F portfolio, value $2,640,774.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 90,642 shares
    Change vs previous 13F -23,485 shares

    1.8% of the 13F portfolio, value $3,399,073.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 114,127 shares
    Change vs previous 13F -53,598 shares

    2.52% of the 13F portfolio, value $5,022,733.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 167,725 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $7,802,552.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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