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Kestra Advisory Services, LLC: CALM position timeline

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

Kestra Advisory Services, LLC held 17,211 CALM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,211 shares
    Change vs previous 13F +4,276 shares

    0.03% of the 13F portfolio, value $1,386,518.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, 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 12,935 shares
    Change vs previous 13F -12,908 shares

    0.02% of the 13F portfolio, value $1,023,806.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 12,935 shares

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

  3. period ended2025-12-31
    13F 25,843 shares
    Change vs previous 13F -14,880 shares

    0.01% of the 13F portfolio, value $2,056,297.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,249 shares
    • Kestra Advisory Services, LLC: 258 shares
    • Kestra Investment Management, LLC: 22,336 shares

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

  4. period ended2025-09-30
    13F 40,723 shares
    Change vs previous 13F +2,322 shares

    0.03% of the 13F portfolio, value $3,831,992.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,151 shares
    • Kestra Investment Management, LLC: 31,572 shares

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

  5. period ended2025-06-30
    13F/A 38,401 shares
    Change vs previous 13F +4,976 shares

    0.12% of the 13F portfolio, value $3,825,892.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, 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/A 33,425 shares
    Change vs previous 13F +3,466 shares

    0.1% of the 13F portfolio, value $3,038,333.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, 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 29,959 shares
    Change vs previous 13F -4,770 shares

    0.12% of the 13F portfolio, value $3,083,380.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, 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 34,729 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,599,119.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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