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Callan Family Office, LLC: GEN position timeline

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

Callan Family Office, LLC held 41,725 GEN 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 41,725 shares
    Change vs previous 13F +2,816 shares

    0.02% of the 13F portfolio, value $1,038,535.

    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 38,909 shares
    Change vs previous 13F +12,223 shares

    0.02% of the 13F portfolio, value $732,656.

    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 26,686 shares
    Change vs previous 13F +8,361 shares

    0.02% of the 13F portfolio, value $725,592.

    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 18,325 shares
    Change vs previous 13F -3,445 shares

    0.02% of the 13F portfolio, value $520,247.

    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 21,770 shares
    Change vs previous 13F +13,752 shares

    0.02% of the 13F portfolio, value $640,038.

    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 8,018 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,798.

    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).