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Disclosery

Callan Family Office, LLC: HLN position timeline

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

Callan Family Office, LLC held 705,978 HLN 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 705,978 shares
    Change vs previous 13F -28,592 shares

    0.13% of the 13F portfolio, value $6,586,779.

    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 734,570 shares
    Change vs previous 13F -4,079 shares

    0.17% of the 13F portfolio, value $7,353,051.

    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 738,649 shares
    Change vs previous 13F +67,677 shares

    0.16% of the 13F portfolio, value $7,467,750.

    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 670,972 shares
    Change vs previous 13F -88,552 shares

    0.19% of the 13F portfolio, value $6,018,616.

    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 759,524 shares
    Change vs previous 13F +550,711 shares

    0.25% of the 13F portfolio, value $7,876,264.

    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 208,813 shares
    Change vs previous 13F +2,314 shares

    0.16% of the 13F portfolio, value $2,148,686.

    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 206,499 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,970,000.

    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).