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Callan Capital, LLC: FNDF position timeline

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

Callan Capital, LLC held 1,828,746 FNDF 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 1,828,746 shares
    Change vs previous 13F -17,428 shares

    4.89% of the 13F portfolio, value $66,090,884.

    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 1,846,174 shares
    Change vs previous 13F -19,755 shares

    4.48% of the 13F portfolio, value $61,311,422.

    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 1,865,929 shares
    Change vs previous 13F -55,340 shares

    4.87% of the 13F portfolio, value $69,729,754.

    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 1,921,269 shares
    Change vs previous 13F -11,407 shares

    5.54% of the 13F portfolio, value $67,302,036.

    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 1,932,676 shares
    Change vs previous 13F -16,724 shares

    6.05% of the 13F portfolio, value $68,822,597.

    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 1,949,400 shares
    Change vs previous 13F +36,430 shares

    6.2% of the 13F portfolio, value $65,753,246.

    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 1,912,970 shares
    Change vs previous 13F +209,117 shares

    6.49% of the 13F portfolio, value $60,583,761.

    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 1,703,853 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $55,017,402.

    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).