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Disclosery

Callan Capital, LLC: XLY position timeline

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

Callan Capital, LLC held 33,961 XLY 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 33,961 shares
    Change vs previous 13F -330 shares

    0.5% of the 13F portfolio, value $6,705,944.

    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 34,291 shares
    Change vs previous 13F -3,053 shares

    0.56% of the 13F portfolio, value $7,693,123.

    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 37,344 shares
    Change vs previous 13F -839 shares

    0.52% of the 13F portfolio, value $7,482,543.

    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 38,183 shares
    Change vs previous 13F -40 shares

    0.57% of the 13F portfolio, value $6,964,636.

    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 38,223 shares
    Change vs previous 13F -882 shares

    0.62% of the 13F portfolio, value $7,028,798.

    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 39,105 shares
    Change vs previous 13F +3,183 shares

    0.66% of the 13F portfolio, value $6,992,379.

    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 35,922 shares
    Change vs previous 13F -364 shares

    0.62% of the 13F portfolio, value $5,782,747.

    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 36,286 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,161,720.

    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).