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Callan Family Office, LLC: SONY position timeline

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

Callan Family Office, LLC held 248,316 SONY 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 248,316 shares
    Change vs previous 13F -5,748 shares

    0.1% of the 13F portfolio, value $4,981,226.

    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 254,064 shares
    Change vs previous 13F -12,527 shares

    0.12% of the 13F portfolio, value $5,259,136.

    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 266,591 shares
    Change vs previous 13F +52,577 shares

    0.15% of the 13F portfolio, value $6,824,740.

    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 214,014 shares
    Change vs previous 13F -13,129 shares

    0.2% of the 13F portfolio, value $6,161,463.

    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 227,143 shares
    Change vs previous 13F +159,308 shares

    0.19% of the 13F portfolio, value $5,912,532.

    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 67,835 shares
    Change vs previous 13F -33,182 shares

    0.13% of the 13F portfolio, value $1,722,331.

    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 101,017 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,137,520.

    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).