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Disclosery

Callan Capital, LLC: AVES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on AVES, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 56,044 AVES shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 56,044 shares
    Change vs previous 13F +3,863 shares

    0.2% of the 13F portfolio, value $2,643,013.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 52,181 shares
    Change vs previous 13F +16,876 shares

    0.18% of the 13F portfolio, value $2,410,741.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 35,305 shares
    Change vs previous 13F -6,180 shares

    0.13% of the 13F portfolio, value $1,840,801.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 41,485 shares
    Change vs previous 13F +926 shares

    0.17% of the 13F portfolio, value $2,022,392.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 40,559 shares
    Change vs previous 13F +1,087 shares

    0.17% of the 13F portfolio, value $1,922,091.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 39,472 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,814,544.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).