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Disclosery

Sanchez Wealth Management Group: CALF position timeline

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

Sanchez Wealth Management Group held 0 CALF shares at 2025-03-31 per its 13F-HR filed 2025-04-16.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -129,064 shares

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 129,064 shares
    Change vs previous 13F +11,084 shares

    1.55% of the 13F portfolio, value $5,680,088.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 117,980 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $5,488,426.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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