EverSource Wealth Advisors, LLC: CALF position timeline

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

EverSource Wealth Advisors, LLC held 60,332 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 60,332 shares
Change vs previous 13F -8,107 shares
0.1% of the 13F portfolio, value $3,053,384.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 68,439 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $3,070,839.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).