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Disclosery

Callan Capital, LLC: SPTM position timeline

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

Callan Capital, LLC held 281,017 SPTM 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 281,017 shares
    Change vs previous 13F -10,222 shares

    1.41% of the 13F portfolio, value $19,111,965.

    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 291,239 shares
    Change vs previous 13F -7,471 shares

    1.52% of the 13F portfolio, value $20,803,185.

    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 298,710 shares
    Change vs previous 13F -2,695 shares

    1.46% of the 13F portfolio, value $20,927,645.

    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 301,405 shares
    Change vs previous 13F -1,937 shares

    1.65% of the 13F portfolio, value $19,998,210.

    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 303,342 shares
    Change vs previous 13F -29,706 shares

    1.71% of the 13F portfolio, value $19,459,379.

    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 333,048 shares
    Change vs previous 13F -40,377 shares

    1.84% of the 13F portfolio, value $19,466,661.

    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 373,425 shares
    Change vs previous 13F -5,481 shares

    2.1% of the 13F portfolio, value $19,601,096.

    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 378,906 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $20,627,626.

    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).