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Disclosery

Callan Capital, LLC: XLK position timeline

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

Callan Capital, LLC held 92,363 XLK 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 92,363 shares
    Change vs previous 13F -2,156 shares

    1.41% of the 13F portfolio, value $19,071,013.

    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 94,519 shares
    Change vs previous 13F -4,464 shares

    1.61% of the 13F portfolio, value $21,977,539.

    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 98,983 shares
    Change vs previous 13F -2,428 shares

    1.56% of the 13F portfolio, value $22,346,502.

    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 101,411 shares
    Change vs previous 13F +1,797 shares

    1.89% of the 13F portfolio, value $22,942,253.

    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 99,614 shares
    Change vs previous 13F -2,188 shares

    1.82% of the 13F portfolio, value $20,746,641.

    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 101,802 shares
    Change vs previous 13F -4,044 shares

    1.85% of the 13F portfolio, value $19,594,863.

    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 105,846 shares
    Change vs previous 13F +150 shares

    1.86% of the 13F portfolio, value $17,351,397.

    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 105,696 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $18,376,371.

    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).