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Disclosery

Callan Capital, LLC: HYG position timeline

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

Callan Capital, LLC held 11,005 HYG 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 11,005 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $868,187.

    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 11,505 shares
    Change vs previous 13F +200 shares

    0.07% of the 13F portfolio, value $904,871.

    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 11,305 shares
    Change vs previous 13F +600 shares

    0.06% of the 13F portfolio, value $907,794.

    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 10,705 shares
    Change vs previous 13F +3,100 shares

    0.07% of the 13F portfolio, value $825,786.

    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 7,605 shares
    Change vs previous 13F +5,000 shares

    0.05% of the 13F portfolio, value $591,139.

    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 2,605 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,603.

    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).