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Disclosery

Callan Capital, LLC: XLV position timeline

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

Callan Capital, LLC held 72,720 XLV 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 72,720 shares
    Change vs previous 13F -336 shares

    0.79% of the 13F portfolio, value $10,617,827.

    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 73,056 shares
    Change vs previous 13F -2,430 shares

    0.74% of the 13F portfolio, value $10,050,326.

    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 75,486 shares
    Change vs previous 13F -1,082 shares

    0.81% of the 13F portfolio, value $11,626,381.

    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 76,568 shares
    Change vs previous 13F -767 shares

    0.92% of the 13F portfolio, value $11,159,794.

    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 77,335 shares
    Change vs previous 13F -1,873 shares

    1% of the 13F portfolio, value $11,424,744.

    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 79,208 shares
    Change vs previous 13F +7,852 shares

    1.02% of the 13F portfolio, value $10,802,418.

    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 71,356 shares
    Change vs previous 13F -52 shares

    0.98% of the 13F portfolio, value $9,186,403.

    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 71,408 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $9,478,050.

    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).