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Disclosery

Callan Capital, LLC: XLE position timeline

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

Callan Capital, LLC held 13,057 XLE 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 13,057 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $1,220,154.

    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 12,977 shares
    Change vs previous 13F -864 shares

    0.08% of the 13F portfolio, value $1,111,596.

    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 13,841 shares
    Change vs previous 13F -571 shares

    0.08% of the 13F portfolio, value $1,215,204.

    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 14,412 shares
    Change vs previous 13F +492 shares

    0.11% of the 13F portfolio, value $1,313,691.

    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 13,920 shares
    Change vs previous 13F -716 shares

    0.12% of the 13F portfolio, value $1,314,234.

    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 14,636 shares
    Change vs previous 13F -369 shares

    0.12% of the 13F portfolio, value $1,227,124.

    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 15,005 shares
    Change vs previous 13F -638 shares

    0.15% of the 13F portfolio, value $1,356,274.

    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 15,643 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,269,702.

    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).