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Disclosery

Callan Capital, LLC: SONY position timeline

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

Callan Capital, LLC held 57,549 SONY 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 57,549 shares
    Change vs previous 13F +9,380 shares

    0.11% of the 13F portfolio, value $1,461,169.

    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 48,169 shares
    Change vs previous 13F +39,272 shares

    0.07% of the 13F portfolio, value $1,019,256.

    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 8,897 shares
    Change vs previous 13F +5,100 shares

    0.06% of the 13F portfolio, value $859,183.

    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 3,797 shares
    Change vs previous 13F -637 shares

    0.03% of the 13F portfolio, value $322,555.

    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 4,434 shares
    Change vs previous 13F +1,670 shares

    0.03% of the 13F portfolio, value $380,171.

    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 2,764 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $261,723.

    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).