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Disclosery

Callan Capital, LLC: VPU position timeline

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

Callan Capital, LLC held 9,934 VPU 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 9,934 shares
    Change vs previous 13F -187 shares

    0.13% of the 13F portfolio, value $1,696,806.

    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 10,121 shares
    Change vs previous 13F -171 shares

    0.12% of the 13F portfolio, value $1,653,938.

    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 10,292 shares
    Change vs previous 13F -783 shares

    0.13% of the 13F portfolio, value $1,791,244.

    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 11,075 shares
    Change vs previous 13F +775 shares

    0.13% of the 13F portfolio, value $1,638,201.

    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 10,300 shares
    Change vs previous 13F -39 shares

    0.13% of the 13F portfolio, value $1,468,610.

    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 10,339 shares
    Change vs previous 13F -5,123 shares

    0.13% of the 13F portfolio, value $1,417,102.

    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 15,462 shares
    Change vs previous 13F +889 shares

    0.21% of the 13F portfolio, value $1,972,054.

    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 14,573 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,071,819.

    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).