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Disclosery

Plan Group Financial, LLC: CALF position timeline

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

Plan Group Financial, LLC held 19,862 CALF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,862 shares
    Change vs previous 13F -1,380 shares

    0.21% of the 13F portfolio, value $1,005,238.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 21,242 shares
    Change vs previous 13F -9,063 shares

    0.22% of the 13F portfolio, value $953,116.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 30,305 shares
    Change vs previous 13F -11,911 shares

    0.35% of the 13F portfolio, value $1,344,620.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 42,216 shares
    Change vs previous 13F -19,639 shares

    0.5% of the 13F portfolio, value $1,848,223.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 61,855 shares
    Change vs previous 13F -29,655 shares

    0.81% of the 13F portfolio, value $2,462,756.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 91,510 shares
    Change vs previous 13F -71 shares

    1.23% of the 13F portfolio, value $3,431,640.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 91,581 shares
    Change vs previous 13F +2,788 shares

    2.13% of the 13F portfolio, value $4,030,488.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 88,793 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,130,653.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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