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Disclosery

Callan Family Office, LLC: EFG position timeline

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

Callan Family Office, LLC held 54,617 EFG 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 54,617 shares
    Change vs previous 13F -5,227 shares

    0.13% of the 13F portfolio, value $6,795,453.

    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 59,844 shares
    Change vs previous 13F +2,824 shares

    0.15% of the 13F portfolio, value $6,664,827.

    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 57,020 shares
    Change vs previous 13F +15,109 shares

    0.14% of the 13F portfolio, value $6,495,719.

    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 41,911 shares
    Change vs previous 13F +91 shares

    0.15% of the 13F portfolio, value $4,772,789.

    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 41,820 shares
    Change vs previous 13F -3,271 shares

    0.15% of the 13F portfolio, value $4,683,840.

    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 45,091 shares
    Change vs previous 13F -2,015 shares

    0.34% of the 13F portfolio, value $4,509,100.

    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 47,106 shares
    Change vs previous 13F -490 shares

    0.29% of the 13F portfolio, value $4,561,274.

    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).

  8. period ended2024-09-30
    13F 47,596 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $5,123,709.

    13F-HR 0001221073-24-000082 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).