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Disclosery

Callan Capital, LLC: PRFZ position timeline

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

Callan Capital, LLC held 271,234 PRFZ 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 271,234 shares
    Change vs previous 13F -5,705 shares

    0.76% of the 13F portfolio, value $10,268,938.

    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 276,939 shares
    Change vs previous 13F -16,690 shares

    0.84% of the 13F portfolio, value $11,523,447.

    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 293,629 shares
    Change vs previous 13F -64 shares

    0.85% of the 13F portfolio, value $12,200,267.

    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 293,693 shares
    Change vs previous 13F -2,542 shares

    0.92% of the 13F portfolio, value $11,201,434.

    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 296,235 shares
    Change vs previous 13F -923 shares

    1.02% of the 13F portfolio, value $11,636,124.

    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 297,158 shares
    Change vs previous 13F -32,494 shares

    1.05% of the 13F portfolio, value $11,140,458.

    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 329,652 shares
    Change vs previous 13F +264,213 shares

    1.16% of the 13F portfolio, value $10,875,223.

    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 65,439 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $11,244,436.

    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).