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Disclosery

Callan Family Office, LLC: SHV position timeline

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

Callan Family Office, LLC held 0 SHV shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,752 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 8,752 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $967,008.

    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).

  3. period ended2025-06-30
    13F 8,706 shares
    Change vs previous 13F -1,135 shares

    0.03% of the 13F portfolio, value $961,317.

    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).

  4. period ended2025-03-31
    13F 9,841 shares
    Change vs previous 13F -3,391 shares

    0.08% of the 13F portfolio, value $1,087,037.

    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).

  5. period ended2024-12-31
    13F 13,232 shares
    Change vs previous 13F +2,047 shares

    0.09% of the 13F portfolio, value $1,456,976.

    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).

  6. period ended2024-09-30
    13F 11,185 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,237,397.

    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).