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Disclosery

Callan Capital, LLC: XLI position timeline

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

Callan Capital, LLC held 53,884 XLI 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 53,884 shares
    Change vs previous 13F -415 shares

    0.52% of the 13F portfolio, value $7,062,599.

    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 54,299 shares
    Change vs previous 13F -1,643 shares

    0.52% of the 13F portfolio, value $7,154,429.

    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 55,942 shares
    Change vs previous 13F -1,458 shares

    0.53% of the 13F portfolio, value $7,576,722.

    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 57,400 shares
    Change vs previous 13F +482 shares

    0.58% of the 13F portfolio, value $6,995,381.

    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 56,918 shares
    Change vs previous 13F -1,243 shares

    0.63% of the 13F portfolio, value $7,169,426.

    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 58,161 shares
    Change vs previous 13F +1,731 shares

    0.63% of the 13F portfolio, value $6,629,822.

    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 56,430 shares
    Change vs previous 13F -173 shares

    0.61% of the 13F portfolio, value $5,720,853.

    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 56,603 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,074,625.

    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).