Position in CALM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,847
-$1,463 QoQ
Shares Held
85
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#397
of 453 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026Ascentis Independent Advisors holds $11,869 across 3 Farm Products names. CALM ranks #1 (57.7% of the industry book) .
All Filings in CALM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,847 | 85 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,310 | 105 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||