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Callan Capital, LLC: FNDA position timeline

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

Callan Capital, LLC held 830,053 FNDA 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 830,053 shares
    Change vs previous 13F +160,794 shares

    1.68% of the 13F portfolio, value $22,735,146.

    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 669,259 shares
    Change vs previous 13F +347,296 shares

    1.45% of the 13F portfolio, value $19,877,003.

    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 321,963 shares
    Change vs previous 13F -16,851 shares

    1.34% of the 13F portfolio, value $19,179,338.

    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 338,814 shares
    Change vs previous 13F -9,115 shares

    1.53% of the 13F portfolio, value $18,607,674.

    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 347,929 shares
    Change vs previous 13F -294 shares

    1.74% of the 13F portfolio, value $19,842,364.

    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 348,223 shares
    Change vs previous 13F +22,823 shares

    1.82% of the 13F portfolio, value $19,274,144.

    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 325,400 shares
    Change vs previous 13F -2,089 shares

    1.69% of the 13F portfolio, value $15,778,662.

    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 327,489 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $16,521,823.

    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).