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Disclosery

Callan Capital, LLC: SHOP position timeline

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

Callan Capital, LLC held 6,018 SHOP 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 6,018 shares
    Change vs previous 13F +1,225 shares

    0.04% of the 13F portfolio, value $574,599.

    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 4,793 shares
    Change vs previous 13F -442 shares

    0.04% of the 13F portfolio, value $509,640.

    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 5,235 shares
    Change vs previous 13F +220 shares

    0.03% of the 13F portfolio, value $419,533.

    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 5,015 shares
    Change vs previous 13F +114 shares

    0.03% of the 13F portfolio, value $331,241.

    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 4,901 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $378,210.

    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 4,884 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $380,464.

    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).