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Disclosery

Unified Investment Management: CALF position timeline

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

Unified Investment Management held 13,164 CALF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,164 shares
    Change vs previous 13F -141 shares

    0.63% of the 13F portfolio, value $701,398.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,305 shares
    Change vs previous 13F +1 shares

    0.63% of the 13F portfolio, value $673,386.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,304 shares
    Change vs previous 13F +583 shares

    0.61% of the 13F portfolio, value $596,966.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,721 shares
    Change vs previous 13F +110 shares

    0.57% of the 13F portfolio, value $564,450.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,611 shares
    Change vs previous 13F +704 shares

    0.55% of the 13F portfolio, value $552,128.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,907 shares
    Change vs previous 13F +321 shares

    0.51% of the 13F portfolio, value $474,077.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,586 shares
    Change vs previous 13F +1,053 shares

    0.51% of the 13F portfolio, value $434,485.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,533 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $463,576.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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