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Disclosery

Callan Capital, LLC: HLN position timeline

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

Callan Capital, LLC held 46,047 HLN 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 46,047 shares
    Change vs previous 13F +9,781 shares

    0.04% of the 13F portfolio, value $473,824.

    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 36,266 shares
    Change vs previous 13F +8,359 shares

    0.03% of the 13F portfolio, value $345,978.

    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 27,907 shares
    Change vs previous 13F +11,309 shares

    0.02% of the 13F portfolio, value $295,256.

    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 16,598 shares
    Change vs previous 13F +4,319 shares

    0.01% of the 13F portfolio, value $137,099.

    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 12,279 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $104,249.

    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).