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Disclosery

Callan Capital, LLC: AVIV position timeline

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

Callan Capital, LLC held 26,949 AVIV 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 26,949 shares
    Change vs previous 13F -465 shares

    0.11% of the 13F portfolio, value $1,527,469.

    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 27,414 shares
    Change vs previous 13F -7,022 shares

    0.1% of the 13F portfolio, value $1,422,787.

    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 34,436 shares
    Change vs previous 13F +148 shares

    0.14% of the 13F portfolio, value $1,933,216.

    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 34,288 shares
    Change vs previous 13F -2,674 shares

    0.15% of the 13F portfolio, value $1,798,063.

    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 36,962 shares
    Change vs previous 13F -4,102 shares

    0.18% of the 13F portfolio, value $1,998,905.

    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 41,064 shares
    Change vs previous 13F +36,406 shares

    0.2% of the 13F portfolio, value $2,113,975.

    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).

  7. period ended2023-09-30
    13F 4,658 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $224,248.

    13F-HR 0001542166-23-000013 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).