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Disclosery

Callan Capital, LLC: VHT position timeline

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

Callan Capital, LLC held 26,755 VHT 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 26,755 shares
    Change vs previous 13F -402 shares

    0.52% of the 13F portfolio, value $7,082,766.

    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 27,157 shares
    Change vs previous 13F +55 shares

    0.5% of the 13F portfolio, value $6,889,391.

    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 27,102 shares
    Change vs previous 13F -927 shares

    0.53% of the 13F portfolio, value $7,648,174.

    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 28,029 shares
    Change vs previous 13F -601 shares

    0.61% of the 13F portfolio, value $7,455,683.

    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 28,630 shares
    Change vs previous 13F -769 shares

    0.68% of the 13F portfolio, value $7,745,026.

    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 29,399 shares
    Change vs previous 13F -6,568 shares

    0.7% of the 13F portfolio, value $7,370,334.

    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 35,967 shares
    Change vs previous 13F +3,159 shares

    0.91% of the 13F portfolio, value $8,455,757.

    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 32,808 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $8,031,955.

    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).