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Callan Capital, LLC: VNQ position timeline

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

Callan Capital, LLC held 18,716 VNQ 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 18,716 shares
    Change vs previous 13F -674 shares

    0.13% of the 13F portfolio, value $1,694,561.

    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 19,390 shares
    Change vs previous 13F -129 shares

    0.13% of the 13F portfolio, value $1,727,261.

    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 19,519 shares
    Change vs previous 13F +220 shares

    0.13% of the 13F portfolio, value $1,901,512.

    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 19,299 shares
    Change vs previous 13F -71 shares

    0.13% of the 13F portfolio, value $1,616,477.

    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 19,370 shares
    Change vs previous 13F -381 shares

    0.15% of the 13F portfolio, value $1,675,100.

    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 19,751 shares
    Change vs previous 13F -5,645 shares

    0.16% of the 13F portfolio, value $1,745,195.

    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 25,396 shares
    Change vs previous 13F +1,336 shares

    0.21% of the 13F portfolio, value $1,921,482.

    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 24,060 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,010,444.

    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).