Skip to content
Disclosery

Callan Capital, LLC: XLC position timeline

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

Callan Capital, LLC held 49,662 XLC 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 49,662 shares
    Change vs previous 13F -617 shares

    0.35% of the 13F portfolio, value $4,789,908.

    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 50,279 shares
    Change vs previous 13F -1,257 shares

    0.36% of the 13F portfolio, value $4,867,485.

    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 51,536 shares
    Change vs previous 13F -2,785 shares

    0.33% of the 13F portfolio, value $4,658,874.

    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 54,321 shares
    Change vs previous 13F +1,109 shares

    0.38% of the 13F portfolio, value $4,653,104.

    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 53,212 shares
    Change vs previous 13F -3,082 shares

    0.38% of the 13F portfolio, value $4,345,292.

    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 56,294 shares
    Change vs previous 13F -5,795 shares

    0.39% of the 13F portfolio, value $4,090,358.

    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 62,089 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $4,071,146.

    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 62,088 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,040,706.

    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).