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Disclosery

Callan Capital, LLC: XLF position timeline

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

Callan Capital, LLC held 148,703 XLF 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 148,703 shares
    Change vs previous 13F -1,077 shares

    0.55% of the 13F portfolio, value $7,406,884.

    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 149,780 shares
    Change vs previous 13F -7,898 shares

    0.53% of the 13F portfolio, value $7,238,887.

    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 157,678 shares
    Change vs previous 13F -10,484 shares

    0.5% of the 13F portfolio, value $7,145,982.

    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 168,162 shares
    Change vs previous 13F +3,254 shares

    0.57% of the 13F portfolio, value $6,913,137.

    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 164,908 shares
    Change vs previous 13F -3,169 shares

    0.61% of the 13F portfolio, value $6,945,919.

    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 168,077 shares
    Change vs previous 13F +893 shares

    0.6% of the 13F portfolio, value $6,319,712.

    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 167,184 shares
    Change vs previous 13F +324 shares

    0.59% of the 13F portfolio, value $5,545,501.

    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 166,860 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,624,846.

    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).