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Disclosery

Callan Capital, LLC: DISV position timeline

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

Callan Capital, LLC held 399,461 DISV 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 399,461 shares
    Change vs previous 13F -6,524 shares

    0.86% of the 13F portfolio, value $11,632,297.

    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 405,985 shares
    Change vs previous 13F -6,493 shares

    0.79% of the 13F portfolio, value $10,787,017.

    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 412,478 shares
    Change vs previous 13F -7,524 shares

    0.84% of the 13F portfolio, value $11,986,604.

    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 420,002 shares
    Change vs previous 13F -21,451 shares

    0.93% of the 13F portfolio, value $11,300,148.

    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 441,453 shares
    Change vs previous 13F -9,082 shares

    1.06% of the 13F portfolio, value $12,003,095.

    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 450,535 shares
    Change vs previous 13F +51,886 shares

    1.1% of the 13F portfolio, value $11,617,057.

    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 398,649 shares
    Change vs previous 13F -12,921 shares

    1.02% of the 13F portfolio, value $9,479,883.

    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 411,570 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $9,733,631.

    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).