Skip to content
Disclosery

Callan Capital, LLC: SPY position timeline

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

Callan Capital, LLC held 6,694 SPY 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 6,694 shares
    Change vs previous 13F +437 shares

    0.28% of the 13F portfolio, value $3,744,456.

    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 6,257 shares
    Change vs previous 13F -1,315 shares

    0.27% of the 13F portfolio, value $3,667,262.

    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 7,572 shares
    Change vs previous 13F -16 shares

    0.3% of the 13F portfolio, value $4,344,371.

    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 7,588 shares
    Change vs previous 13F +438 shares

    0.34% of the 13F portfolio, value $4,129,385.

    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 7,150 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $3,740,036.

    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 7,150 shares
    Change vs previous 13F -2,449 shares

    0.32% of the 13F portfolio, value $3,398,242.

    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 9,599 shares
    Change vs previous 13F +1,432 shares

    0.44% of the 13F portfolio, value $4,103,262.

    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 8,167 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,620,419.

    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).