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Disclosery

Callan Capital, LLC: PPL position timeline

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

Callan Capital, LLC held 20,302 PPL 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 20,302 shares
    Change vs previous 13F +2,886 shares

    0.05% of the 13F portfolio, value $733,105.

    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 17,416 shares
    Change vs previous 13F +2,131 shares

    0.04% of the 13F portfolio, value $565,323.

    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 15,285 shares
    Change vs previous 13F +3,879 shares

    0.04% of the 13F portfolio, value $505,628.

    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 11,406 shares
    Change vs previous 13F +183 shares

    0.03% of the 13F portfolio, value $315,376.

    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 11,223 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $308,969.

    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).