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Disclosery

Stone Summit Wealth LLC: CALI position timeline

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

Stone Summit Wealth LLC held 4,916 CALI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,916 shares
    Change vs previous 13F -2,001 shares

    0.06% of the 13F portfolio, value $248,430.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 6,917 shares
    Change vs previous 13F +1,083 shares

    0.1% of the 13F portfolio, value $348,824.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 5,834 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $294,384.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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