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Disclosery

Callan Capital, LLC: TOTL position timeline

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

Callan Capital, LLC held 100,626 TOTL 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 100,626 shares
    Change vs previous 13F +4,923 shares

    0.3% of the 13F portfolio, value $4,054,226.

    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 95,703 shares
    Change vs previous 13F +5,635 shares

    0.28% of the 13F portfolio, value $3,769,736.

    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 90,068 shares
    Change vs previous 13F -4,990 shares

    0.26% of the 13F portfolio, value $3,728,806.

    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 95,058 shares
    Change vs previous 13F +2,438 shares

    0.31% of the 13F portfolio, value $3,775,693.

    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 92,620 shares
    Change vs previous 13F +289 shares

    0.33% of the 13F portfolio, value $3,709,448.

    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 92,331 shares
    Change vs previous 13F -37,414 shares

    0.35% of the 13F portfolio, value $3,716,333.

    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 129,745 shares
    Change vs previous 13F +9,868 shares

    0.54% of the 13F portfolio, value $5,014,635.

    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 119,877 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,860,999.

    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).