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Pinion Investment Advisors, LLC: CAIE position timeline

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

Pinion Investment Advisors, LLC held 456,973 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 456,973 shares
    Change vs previous 13F +129,768 shares

    2.36% of the 13F portfolio, value $12,434,223.

    13F-HR 0001738738-26-000005 filed by Pinion Investment 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 327,205 shares
    Change vs previous 13F +119,878 shares

    1.92% of the 13F portfolio, value $8,225,928.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 207,327 shares
    Change vs previous 13F +117,379 shares

    1.35% of the 13F portfolio, value $5,543,932.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 89,948 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,461,886.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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