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Disclosery

Callan Family Office, LLC: BNY position timeline

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

Callan Family Office, LLC held 112,282 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,282 shares
    Change vs previous 13F -5,954 shares

    0.32% of the 13F portfolio, value $16,237,039.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,236 shares
    Change vs previous 13F -2,739 shares

    0.32% of the 13F portfolio, value $14,026,286.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 120,975 shares
    Change vs previous 13F +12,395 shares

    0.3% of the 13F portfolio, value $14,043,937.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 108,580 shares
    Change vs previous 13F -9,848 shares

    0.38% of the 13F portfolio, value $11,830,883.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 118,428 shares
    Change vs previous 13F +82,132 shares

    0.34% of the 13F portfolio, value $10,789,975.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,296 shares
    Change vs previous 13F -2,113 shares

    0.23% of the 13F portfolio, value $3,044,146.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,409 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,950,963.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).