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Smart Portfolios, LLC: CALF position timeline

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

Smart Portfolios, LLC held 37,671 CALF shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 37,671 shares
    Change vs previous 13F +789 shares

    1.69% of the 13F portfolio, value $1,690,287.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 36,882 shares
    Change vs previous 13F -13,301 shares

    1.63% of the 13F portfolio, value $1,636,445.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 50,183 shares
    Change vs previous 13F -272 shares

    2.12% of the 13F portfolio, value $2,197,014.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 50,455 shares
    Change vs previous 13F -886 shares

    2.02% of the 13F portfolio, value $2,008,873.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 51,341 shares
    Change vs previous 13F +410 shares

    2.09% of the 13F portfolio, value $1,925,280.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 50,931 shares
    Change vs previous 13F +1,686 shares

    2.35% of the 13F portfolio, value $2,241,458.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 49,245 shares
    Change vs previous 13F -9,004 shares

    2.34% of the 13F portfolio, value $2,290,876.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 58,249 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $2,537,318.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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