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Disclosery

Callan Capital, LLC: MSFT position timeline

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

Callan Capital, LLC held 28,998 MSFT 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 28,998 shares
    Change vs previous 13F -18 shares

    0.81% of the 13F portfolio, value $10,885,396.

    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 29,016 shares
    Change vs previous 13F -529 shares

    0.89% of the 13F portfolio, value $12,230,402.

    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 29,545 shares
    Change vs previous 13F +2,279 shares

    0.89% of the 13F portfolio, value $12,713,306.

    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 27,266 shares
    Change vs previous 13F +1,704 shares

    1% of the 13F portfolio, value $12,186,354.

    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 25,562 shares
    Change vs previous 13F +6,042 shares

    0.95% of the 13F portfolio, value $10,754,590.

    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 19,520 shares
    Change vs previous 13F +1,670 shares

    0.69% of the 13F portfolio, value $7,340,371.

    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 17,850 shares
    Change vs previous 13F +1,817 shares

    0.6% of the 13F portfolio, value $5,636,172.

    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 16,033 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,459,854.

    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).