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Disclosery

Callan Capital, LLC: FNDE position timeline

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

Callan Capital, LLC held 625,251 FNDE 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 625,251 shares
    Change vs previous 13F +64,186 shares

    1.42% of the 13F portfolio, value $19,257,717.

    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 561,065 shares
    Change vs previous 13F -8,970 shares

    1.19% of the 13F portfolio, value $16,298,950.

    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 570,035 shares
    Change vs previous 13F +24,245 shares

    1.29% of the 13F portfolio, value $18,395,018.

    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 545,790 shares
    Change vs previous 13F +32,545 shares

    1.33% of the 13F portfolio, value $16,139,024.

    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 513,245 shares
    Change vs previous 13F +88,887 shares

    1.25% of the 13F portfolio, value $14,247,694.

    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 424,358 shares
    Change vs previous 13F +45,416 shares

    1.09% of the 13F portfolio, value $11,517,072.

    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 378,942 shares
    Change vs previous 13F +138,882 shares

    1.06% of the 13F portfolio, value $9,935,864.

    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 240,060 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,426,398.

    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).