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Disclosery

Callan Capital, LLC: VFH position timeline

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

Callan Capital, LLC held 70,163 VFH 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 70,163 shares
    Change vs previous 13F -1,051 shares

    0.62% of the 13F portfolio, value $8,382,387.

    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 71,214 shares
    Change vs previous 13F -422 shares

    0.61% of the 13F portfolio, value $8,408,218.

    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 71,636 shares
    Change vs previous 13F +2,430 shares

    0.55% of the 13F portfolio, value $7,873,540.

    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 69,206 shares
    Change vs previous 13F -697 shares

    0.57% of the 13F portfolio, value $6,912,315.

    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 69,903 shares
    Change vs previous 13F -806 shares

    0.63% of the 13F portfolio, value $7,157,356.

    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 70,709 shares
    Change vs previous 13F -739 shares

    0.62% of the 13F portfolio, value $6,523,610.

    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 71,448 shares
    Change vs previous 13F +9,703 shares

    0.61% of the 13F portfolio, value $5,738,673.

    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 61,745 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,016,163.

    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).