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Disclosery

Callan Family Office, LLC: SMFG position timeline

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

Callan Family Office, LLC held 266,254 SMFG 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 266,254 shares
    Change vs previous 13F +10,586 shares

    0.12% of the 13F portfolio, value $6,278,263.

    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 255,668 shares
    Change vs previous 13F +4,962 shares

    0.11% of the 13F portfolio, value $5,049,437.

    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 250,706 shares
    Change vs previous 13F +34,694 shares

    0.1% of the 13F portfolio, value $4,846,142.

    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 216,012 shares
    Change vs previous 13F -26,100 shares

    0.12% of the 13F portfolio, value $3,616,041.

    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 242,112 shares
    Change vs previous 13F +111,876 shares

    0.12% of the 13F portfolio, value $3,658,312.

    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 130,236 shares
    Change vs previous 13F -5,827 shares

    0.15% of the 13F portfolio, value $2,013,449.

    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 136,063 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,971,553.

    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).