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Disclosery

Callan Capital, LLC: SPDW position timeline

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

Callan Capital, LLC held 1,085,621 SPDW 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 1,085,621 shares
    Change vs previous 13F +41,665 shares

    2.92% of the 13F portfolio, value $39,527,467.

    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 1,043,956 shares
    Change vs previous 13F -37,120 shares

    2.61% of the 13F portfolio, value $35,630,224.

    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 1,081,076 shares
    Change vs previous 13F +7,076 shares

    2.84% of the 13F portfolio, value $40,605,231.

    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 1,074,000 shares
    Change vs previous 13F -8,339 shares

    3.1% of the 13F portfolio, value $37,675,936.

    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 1,082,339 shares
    Change vs previous 13F -32,298 shares

    3.41% of the 13F portfolio, value $38,791,024.

    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 1,114,637 shares
    Change vs previous 13F +134,267 shares

    3.58% of the 13F portfolio, value $37,908,813.

    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 980,370 shares
    Change vs previous 13F +2,735 shares

    3.26% of the 13F portfolio, value $30,401,268.

    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 977,635 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $31,812,245.

    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).