Skip to content
Disclosery

Callan Family Office, LLC: EFV position timeline

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

Callan Family Office, LLC held 130,937 EFV 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 130,937 shares
    Change vs previous 13F +14,260 shares

    0.2% of the 13F portfolio, value $10,023,228.

    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 116,677 shares
    Change vs previous 13F -1,305 shares

    0.2% of the 13F portfolio, value $8,674,937.

    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 117,982 shares
    Change vs previous 13F +13,063 shares

    0.18% of the 13F portfolio, value $8,425,094.

    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 104,919 shares
    Change vs previous 13F -160 shares

    0.23% of the 13F portfolio, value $7,116,656.

    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 105,079 shares
    Change vs previous 13F -4,077 shares

    0.21% of the 13F portfolio, value $6,670,415.

    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 109,156 shares
    Change vs previous 13F -4,510 shares

    0.48% of the 13F portfolio, value $6,433,655.

    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 113,666 shares
    Change vs previous 13F +6,753 shares

    0.38% of the 13F portfolio, value $5,964,058.

    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 106,913 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $6,150,703.

    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).