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National Wealth Management Group, LLC: CALF position timeline

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

National Wealth Management Group, LLC held 8,764 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,764 shares
    Change vs previous 13F -473 shares

    0.14% of the 13F portfolio, value $443,526.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 9,237 shares
    Change vs previous 13F -38 shares

    0.15% of the 13F portfolio, value $414,450.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 9,275 shares
    Change vs previous 13F -46,677 shares

    0.14% of the 13F portfolio, value $411,529.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 55,952 shares
    Change vs previous 13F -6,433 shares

    0.92% of the 13F portfolio, value $2,449,598.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 62,385 shares
    Change vs previous 13F +170 shares

    1.39% of the 13F portfolio, value $2,483,844.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 62,215 shares
    Change vs previous 13F +621 shares

    1.53% of the 13F portfolio, value $2,333,072.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 61,594 shares
    Change vs previous 13F +13,569 shares

    1.8% of the 13F portfolio, value $2,710,767.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 48,025 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,234,130.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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