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Callan Capital, LLC: IBM position timeline

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

Callan Capital, LLC held 2,471 IBM 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 2,471 shares
    Change vs previous 13F +601 shares

    0.05% of the 13F portfolio, value $614,439.

    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 1,870 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $411,082.

    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 1,826 shares
    Change vs previous 13F -61 shares

    0.03% of the 13F portfolio, value $403,692.

    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 1,887 shares
    Change vs previous 13F +567 shares

    0.03% of the 13F portfolio, value $326,357.

    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 1,320 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $252,067.

    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).