Skip to content
Disclosery

Callan Capital, LLC: EXC position timeline

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

Callan Capital, LLC held 13,417 EXC 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 13,417 shares
    Change vs previous 13F +1,318 shares

    0.05% of the 13F portfolio, value $618,255.

    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 12,099 shares
    Change vs previous 13F +6,349 shares

    0.03% of the 13F portfolio, value $455,406.

    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 5,750 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $233,163.

    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).