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Disclosery

Callan Capital, LLC: UBS position timeline

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

Callan Capital, LLC held 25,867 UBS 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 25,867 shares
    Change vs previous 13F +3,623 shares

    0.06% of the 13F portfolio, value $792,306.

    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 22,244 shares
    Change vs previous 13F +914 shares

    0.05% of the 13F portfolio, value $674,438.

    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 21,330 shares
    Change vs previous 13F +4,875 shares

    0.05% of the 13F portfolio, value $659,310.

    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 16,455 shares
    Change vs previous 13F +2,200 shares

    0.04% of the 13F portfolio, value $486,081.

    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 14,255 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $437,914.

    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).