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Disclosery

Callan Capital, LLC: XLB position timeline

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

Callan Capital, LLC held 18,723 XLB 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 18,723 shares
    Change vs previous 13F +86 shares

    0.12% of the 13F portfolio, value $1,609,804.

    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 18,637 shares
    Change vs previous 13F -663 shares

    0.11% of the 13F portfolio, value $1,568,078.

    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 19,300 shares
    Change vs previous 13F -161 shares

    0.13% of the 13F portfolio, value $1,860,127.

    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 19,461 shares
    Change vs previous 13F +27 shares

    0.14% of the 13F portfolio, value $1,718,603.

    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 19,434 shares
    Change vs previous 13F -289 shares

    0.16% of the 13F portfolio, value $1,805,246.

    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 19,723 shares
    Change vs previous 13F -402 shares

    0.16% of the 13F portfolio, value $1,687,111.

    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 20,125 shares
    Change vs previous 13F -47 shares

    0.17% of the 13F portfolio, value $1,580,831.

    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 20,172 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,671,665.

    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).