Nautilus Advisors LLC CALF — PACER FDS TR

Ownership history in Nautilus Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Nautilus Advisors LLC reported PACER FDS TR (CALF) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.39% in 2025 Q3. The latest visible filing shows CALF at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CALF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nautilus Advisors LLC's position in PACER FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CALF was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CALF stock page Nautilus Advisors LLC fund profile Nautilus Advisors LLC full holdings
How Nautilus Advisors LLC held CALF — position size vs. price
% of Fund (quarterly)    CALF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,101 +30 +0.3% 0.29% $485K 2026-10-07 $53.83
2026 Q2 REDUCED — — — 9,071 -408 -4.3% 0.28% $469K 2026-07-14 $51.60
2026 Q1 REDUCED 10.5% +13.1% ❌ 9,479 -1,107 -10.5% 0.29% $425K 2026-04-17 $47.33
2025 Q4 REDUCED 20.8% +1.3% ❌ 10,586 -2,776 -20.8% 0.31% $470K 2026-01-22 $45.60
2025 Q3 REDUCED — — — 13,362 -78 -0.6% 0.39% $585K 2025-11-12 $43.44
2025 Q2 INITIATED — — — 13,440 — — 0.39% $535K 2025-08-26 $42.31

🏢 Other funds also holding CALF

As of 2026 Q3 — sorted by position size

WINEBRENNER CAPITAL MANAGEMENT LLC 0.53% Wealth Group Ltd 0.14% Planning Strategies Inc. 0.07% Weaver Consulting Group 3Y 7Y 0.06% Central Pacific Bank - Trust Division 0.02% Coastline Trust Co 3Y 7Y 0.0%

FAQ About Nautilus Advisors LLC and CALF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nautilus Advisors LLC reported owning CALF?

Nautilus Advisors LLC reported CALF across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported CALF position in Nautilus Advisors LLC's portfolio?

The largest reported portfolio weight for CALF was 0.39% in 2025 Q3.

What is the latest reported CALF position on this page?

The most recent filing on this page is 2026 Q3, when Nautilus Advisors LLC reported 9,101 shares, equal to 0.29% of portfolio, with an estimated market value of $485K.

What does the chart on this CALF ownership page compare?

The chart compares Nautilus Advisors LLC's quarterly CALF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nautilus Advisors LLC time their CALF position?

Based on 13F filing dates vs. subsequent CALF price moves, Nautilus Advisors LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on CALF relative to SPY over the holding period was +21015.8%.

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