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Callan Capital, LLC: BRK-B position timeline

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

Callan Capital, LLC held 6,528 BRK-B 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 6,528 shares
    Change vs previous 13F +1,082 shares

    0.26% of the 13F portfolio, value $3,476,682.

    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 5,446 shares
    Change vs previous 13F -1,648 shares

    0.18% of the 13F portfolio, value $2,468,563.

    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 7,094 shares
    Change vs previous 13F +113 shares

    0.23% of the 13F portfolio, value $3,265,084.

    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 6,981 shares
    Change vs previous 13F +3,001 shares

    0.23% of the 13F portfolio, value $2,839,871.

    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 3,980 shares
    Change vs previous 13F +1,062 shares

    0.15% of the 13F portfolio, value $1,673,670.

    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 2,918 shares
    Change vs previous 13F -257 shares

    0.1% of the 13F portfolio, value $1,040,734.

    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 3,175 shares
    Change vs previous 13F +1,122 shares

    0.12% of the 13F portfolio, value $1,112,203.

    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 2,053 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $700,073.

    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).