Position in CALM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$221,692
-$10,728 QoQ
Shares Held
2,801
-4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $63,440,362 across 4 Farm Products names. CALM ranks #4 (0.3% of the industry book) .
All Filings in CALM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,692 | 2,801 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $232,420 | 2,921 | Shares | Other | 2026-01-26 | |
| 2024-12-31 | $757,385 | 7,359 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,336,341 | 17,856 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,084,518 | 17,747 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $284,245 | 4,830 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $896,948 | 15,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $733,078 | 15,140 | Shares | Sole | 2023-10-11 | |
| 2022-06-30 | $2,201,462 | 44,555 | Shares | Sole | 2022-08-03 | |
| 2020-12-31 | $230,795 | 6,148 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $606,351 | 13,632 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||