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Callan Capital, LLC: VTEB position timeline

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

Callan Capital, LLC held 550,027 VTEB 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 550,027 shares
    Change vs previous 13F -170,563 shares

    2.02% of the 13F portfolio, value $27,292,328.

    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 720,590 shares
    Change vs previous 13F -99,719 shares

    2.64% of the 13F portfolio, value $36,123,161.

    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 820,309 shares
    Change vs previous 13F +1,754 shares

    2.93% of the 13F portfolio, value $41,934,184.

    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 818,555 shares
    Change vs previous 13F -39,220 shares

    3.38% of the 13F portfolio, value $41,017,814.

    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 857,775 shares
    Change vs previous 13F +77,474 shares

    3.82% of the 13F portfolio, value $43,403,402.

    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 780,301 shares
    Change vs previous 13F +5,931 shares

    3.76% of the 13F portfolio, value $39,834,358.

    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 774,370 shares
    Change vs previous 13F +104,768 shares

    3.99% of the 13F portfolio, value $37,247,197.

    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 669,602 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $33,627,412.

    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).