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Disclosery

Vest Financial, LLC: CALM position timeline

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

Vest Financial, LLC held 58,002 CALM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,002 shares
    Change vs previous 13F -15,702 shares

    0.05% of the 13F portfolio, value $4,672,641.

    13F-HR 0001709632-26-000006 filed by Vest 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 73,704 shares
    Change vs previous 13F +11,511 shares

    0.07% of the 13F portfolio, value $5,833,672.

    13F-HR 0001709632-26-000004 filed by Vest 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 62,193 shares
    Change vs previous 13F +9,365 shares

    0.06% of the 13F portfolio, value $4,948,697.

    13F-HR 0001709632-26-000002 filed by Vest 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 52,828 shares
    Change vs previous 13F +4,421 shares

    0.06% of the 13F portfolio, value $4,971,115.

    13F-HR 0001709632-25-000006 filed by Vest 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 48,407 shares
    Change vs previous 13F +6,546 shares

    0.07% of the 13F portfolio, value $4,822,789.

    13F-HR 0001085146-25-004177 filed by Vest 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 41,861 shares
    Change vs previous 13F +18,308 shares

    0.06% of the 13F portfolio, value $3,805,165.

    13F-HR 0001085146-25-002044 filed by Vest 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 23,553 shares
    Change vs previous 13F +3,449 shares

    0.04% of the 13F portfolio, value $2,424,075.

    13F-HR 0001085146-25-000544 filed by Vest 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 20,104 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,504,583.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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