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Disclosery

NewEdge Advisors, LLC: CALM position timeline

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

NewEdge Advisors, LLC held 4,518 CALM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,518 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $363,970.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 4,100 shares
    Change vs previous 13F -20,596 shares

    <0.01% of the 13F portfolio, value $324,514.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 24,696 shares
    Change vs previous 13F +10,526 shares

    0.01% of the 13F portfolio, value $1,965,031.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 14,170 shares
    Change vs previous 13F +3,203 shares

    0.01% of the 13F portfolio, value $1,333,436.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 10,967 shares
    Change vs previous 13F +2,982 shares

    0.01% of the 13F portfolio, value $1,092,634.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 7,985 shares
    Change vs previous 13F +4,009 shares

    <0.01% of the 13F portfolio, value $725,851.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 3,976 shares
    Change vs previous 13F -1,181 shares

    <0.01% of the 13F portfolio, value $409,210.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 5,157 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,950.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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