Skip to content
Disclosery

Callan Capital, LLC: SCHD position timeline

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

Callan Capital, LLC held 10,363 SCHD 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 10,363 shares
    Change vs previous 13F +488 shares

    0.02% of the 13F portfolio, value $289,750.

    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 9,875 shares
    Change vs previous 13F +6,583 shares

    0.02% of the 13F portfolio, value $269,796.

    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 3,292 shares
    Change vs previous 13F -3,226 shares

    0.02% of the 13F portfolio, value $278,275.

    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 6,518 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $506,822.

    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).