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Disclosery

Callan Capital, LLC: WEC position timeline

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

Callan Capital, LLC held 3,845 WEC 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 3,845 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $419,028.

    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 3,745 shares
    Change vs previous 13F -63 shares

    0.03% of the 13F portfolio, value $352,180.

    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 3,808 shares
    Change vs previous 13F +263 shares

    0.03% of the 13F portfolio, value $366,253.

    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 3,545 shares
    Change vs previous 13F +149 shares

    0.02% of the 13F portfolio, value $278,141.

    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 3,396 shares
    Change vs previous 13F +361 shares

    0.02% of the 13F portfolio, value $278,880.

    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 3,035 shares
    Change vs previous 13F -1,217 shares

    0.02% of the 13F portfolio, value $255,456.

    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 4,252 shares
    Change vs previous 13F +1,006 shares

    0.04% of the 13F portfolio, value $342,499.

    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 3,246 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $286,427.

    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).