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Disclosery

NewEdge Wealth, LLC: CALF position timeline

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

NewEdge Wealth, LLC held 9,403 CALF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,403 shares
    Change vs previous 13F -992 shares

    <0.01% of the 13F portfolio, value $475,868.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 10,395 shares
    Change vs previous 13F -1,905 shares

    0.01% of the 13F portfolio, value $466,440.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 12,300 shares
    Change vs previous 13F +613 shares

    0.01% of the 13F portfolio, value $545,772.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 11,687 shares
    Change vs previous 13F -3,405 shares

    0.01% of the 13F portfolio, value $504,080.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 15,092 shares
    Change vs previous 13F -9,309 shares

    0.01% of the 13F portfolio, value $604,899.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 24,401 shares
    Change vs previous 13F -36,928 shares

    0.02% of the 13F portfolio, value $915,025.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 61,329 shares
    Change vs previous 13F -197,418 shares

    0.05% of the 13F portfolio, value $2,699,101.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 258,747 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $12,036,910.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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