Position in CALY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$150
+$39 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 313 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CALY Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Abound Wealth Management holds $2,821 across 3 Leisure names. CALY ranks #3 (5.3% of the industry book) .
All Filings in CALY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150 | 8 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $111 | 8 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $186 | 16 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $152 | 16 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $128 | 16 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $105 | 16 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $125 | 16 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $175 | 16 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $275 | 18 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||