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Disclosery

Callan Capital, LLC: VGT position timeline

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

Callan Capital, LLC held 35,292 VGT 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 35,292 shares
    Change vs previous 13F -304 shares

    1.42% of the 13F portfolio, value $19,141,591.

    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 35,596 shares
    Change vs previous 13F -627 shares

    1.62% of the 13F portfolio, value $22,133,830.

    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 36,223 shares
    Change vs previous 13F -285 shares

    1.48% of the 13F portfolio, value $21,245,257.

    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 36,508 shares
    Change vs previous 13F +1,092 shares

    1.73% of the 13F portfolio, value $21,050,297.

    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 35,416 shares
    Change vs previous 13F -1,424 shares

    1.63% of the 13F portfolio, value $18,570,037.

    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 36,840 shares
    Change vs previous 13F -2,521 shares

    1.68% of the 13F portfolio, value $17,830,404.

    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 39,361 shares
    Change vs previous 13F +3,111 shares

    1.75% of the 13F portfolio, value $16,331,047.

    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 36,250 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $16,028,439.

    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).