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Disclosery

Callan Capital, LLC: CIO position timeline

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

Callan Capital, LLC held 28,354 CIO 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 28,354 shares
    Change vs previous 13F +1,870 shares

    0.01% of the 13F portfolio, value $147,157.

    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 26,484 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $146,192.

    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 26,484 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $154,667.

    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 26,484 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $131,890.

    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 26,484 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $137,982.

    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).