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Disclosery

Wealth Group Ltd: CALF position timeline

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

Wealth Group Ltd held 13,898 CALF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,898 shares
    Change vs previous 13F -4,957 shares

    0.14% of the 13F portfolio, value $748,382.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,855 shares
    Change vs previous 13F -4,322 shares

    0.18% of the 13F portfolio, value $954,260.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 23,177 shares
    Change vs previous 13F -7,674 shares

    0.24% of the 13F portfolio, value $1,039,955.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 30,851 shares
    Change vs previous 13F -63,050 shares

    0.31% of the 13F portfolio, value $1,368,864.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 93,901 shares
    Change vs previous 13F -87,137 shares

    0.95% of the 13F portfolio, value $4,110,983.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 181,038 shares
    Change vs previous 13F -126,769 shares

    1.84% of the 13F portfolio, value $7,208,021.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 307,807 shares
    Change vs previous 13F -19,358 shares

    3.38% of the 13F portfolio, value $11,542,756.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 327,165 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $14,398,549.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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