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Disclosery

Callan Capital, LLC: XLP position timeline

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

Callan Capital, LLC held 53,214 XLP 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 53,214 shares
    Change vs previous 13F -367 shares

    0.32% of the 13F portfolio, value $4,345,988.

    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 53,581 shares
    Change vs previous 13F -2,258 shares

    0.31% of the 13F portfolio, value $4,212,021.

    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 55,839 shares
    Change vs previous 13F -2,614 shares

    0.32% of the 13F portfolio, value $4,634,600.

    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 58,453 shares
    Change vs previous 13F -2,630 shares

    0.37% of the 13F portfolio, value $4,476,307.

    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 61,083 shares
    Change vs previous 13F -2,579 shares

    0.41% of the 13F portfolio, value $4,664,323.

    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 63,662 shares
    Change vs previous 13F +5,756 shares

    0.43% of the 13F portfolio, value $4,585,608.

    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 57,906 shares
    Change vs previous 13F -316 shares

    0.43% of the 13F portfolio, value $3,984,509.

    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 58,222 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,318,341.

    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).