Skip to content
Disclosery

Callan Family Office, LLC: SPY position timeline

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

Callan Family Office, LLC held 53,392 SPY 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 53,392 shares
    Change vs previous 13F +36 shares

    0.78% of the 13F portfolio, value $39,871,544.

    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 53,356 shares
    Change vs previous 13F +766 shares

    0.79% of the 13F portfolio, value $34,699,541.

    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 52,590 shares
    Change vs previous 13F +1,487 shares

    0.77% of the 13F portfolio, value $35,862,173.

    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 51,103 shares
    Change vs previous 13F -1,157 shares

    1.09% of the 13F portfolio, value $34,043,797.

    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 52,260 shares
    Change vs previous 13F -460 shares

    1.02% of the 13F portfolio, value $32,288,841.

    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 52,720 shares
    Change vs previous 13F +1,250 shares

    2.21% of the 13F portfolio, value $29,491,041.

    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 51,470 shares
    Change vs previous 13F -6,185 shares

    1.92% of the 13F portfolio, value $30,165,538.

    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).

  8. period ended2024-09-30
    13F 57,655 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $33,080,133.

    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).