Skip to content
Disclosery

Whitaker-Myers Wealth Managers, LTD.: CALF position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 4,315 CALF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,315 shares
    Change vs previous 13F -86 shares

    0.04% of the 13F portfolio, value $229,926.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,401 shares
    Change vs previous 13F -4,250 shares

    0.04% of the 13F portfolio, value $222,749.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, 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 8,651 shares
    Change vs previous 13F -597 shares

    0.08% of the 13F portfolio, value $388,153.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, 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 9,248 shares
    Change vs previous 13F -2,189 shares

    0.09% of the 13F portfolio, value $410,345.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, 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 11,437 shares
    Change vs previous 13F -242 shares

    0.11% of the 13F portfolio, value $500,732.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, 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 11,679 shares
    Change vs previous 13F +37 shares

    0.12% of the 13F portfolio, value $464,995.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, 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 11,642 shares
    Change vs previous 13F +819 shares

    0.12% of the 13F portfolio, value $436,591.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, 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 10,823 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $476,309.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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