Position in CALM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,895,130
+$1,163,483 QoQ
Shares Held
85,590
+18.2% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#62
of 455 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $6,904,847 across 3 Farm Products names. CALM ranks #1 (99.9% of the industry book) .
All Filings in CALM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,895,130 | 85,590 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,731,647 | 72,415 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,294,349 | 66,537 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,598,291 | 59,493 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,851,369 | 58,731 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,845,788 | 53,309 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,899,786 | 57,324 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,072,044 | 54,410 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,900,773 | 63,832 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,768,556 | 81,029 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $539,466 | 9,400 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $481,294 | 9,940 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $48,285 | 1,073 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||