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Kestra Advisory Services, LLC: CALF position timeline

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

Kestra Advisory Services, LLC held 401,972 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,972 shares
    Change vs previous 13F -58,378 shares

    0.05% of the 13F portfolio, value $20,343,790.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 95,787 shares
    • Kestra Advisory Services, LLC: 306,185 shares

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

  2. period ended2026-03-31
    13F 460,350 shares
    Change vs previous 13F -77,511 shares

    0.06% of the 13F portfolio, value $20,655,945.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 134,617 shares
    • Kestra Advisory Services, LLC: 325,733 shares

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

  3. period ended2025-12-31
    13F 537,861 shares
    Change vs previous 13F +87,974 shares

    0.07% of the 13F portfolio, value $23,864,875.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 109,033 shares
    • Kestra Advisory Services, LLC: 428,828 shares

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

  4. period ended2025-09-30
    13F 449,887 shares
    Change vs previous 13F -225,753 shares

    0.07% of the 13F portfolio, value $19,696,030.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 110,701 shares
    • Kestra Advisory Services, LLC: 339,186 shares

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

  5. period ended2025-06-30
    13F 675,640 shares
    Change vs previous 13F -52,582 shares

    0.1% of the 13F portfolio, value $26,900,602.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 92,910 shares
    • Kestra Advisory Services, LLC: 582,730 shares

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

  6. period ended2025-03-31
    13F 728,222 shares
    Change vs previous 13F -340,420 shares

    0.1% of the 13F portfolio, value $27,308,326.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 104,219 shares
    • Kestra Advisory Services, LLC: 624,003 shares

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

  7. period ended2024-12-31
    13F 1,068,642 shares
    Change vs previous 13F +32,590 shares

    0.19% of the 13F portfolio, value $47,030,935.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 142,783 shares
    • Kestra Advisory Services, LLC: 925,859 shares

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

  8. period ended2024-09-30
    13F 1,036,052 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $48,197,123.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 132,410 shares
    • Kestra Advisory Services, LLC: 903,642 shares

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