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Callan Capital, LLC: AVUV position timeline

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

Callan Capital, LLC held 307,975 AVUV 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 307,975 shares
    Change vs previous 13F -6,556 shares

    1.99% of the 13F portfolio, value $26,846,202.

    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 314,531 shares
    Change vs previous 13F +10,648 shares

    2.22% of the 13F portfolio, value $30,361,710.

    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 303,883 shares
    Change vs previous 13F +34,360 shares

    2.04% of the 13F portfolio, value $29,157,568.

    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 269,523 shares
    Change vs previous 13F +40,550 shares

    1.99% of the 13F portfolio, value $24,181,636.

    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 228,973 shares
    Change vs previous 13F +44,538 shares

    1.89% of the 13F portfolio, value $21,457,102.

    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 184,435 shares
    Change vs previous 13F +34,894 shares

    1.56% of the 13F portfolio, value $16,562,246.

    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 149,541 shares
    Change vs previous 13F +55,250 shares

    1.25% of the 13F portfolio, value $11,656,751.

    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).

  8. period ended2023-06-30
    13F 94,291 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,317,951.

    13F-HR 0001542166-23-000011 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).