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Disclosery

Callan Family Office, LLC: UBS position timeline

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

Callan Family Office, LLC held 136,735 UBS 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 136,735 shares
    Change vs previous 13F -2,574 shares

    0.13% of the 13F portfolio, value $6,776,610.

    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 139,309 shares
    Change vs previous 13F +1,722 shares

    0.12% of the 13F portfolio, value $5,442,625.

    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 137,587 shares
    Change vs previous 13F +86,738 shares

    0.14% of the 13F portfolio, value $6,371,754.

    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 50,849 shares
    Change vs previous 13F -6,182 shares

    0.07% of the 13F portfolio, value $2,084,809.

    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 57,031 shares
    Change vs previous 13F +34,278 shares

    0.06% of the 13F portfolio, value $1,928,788.

    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 22,753 shares
    Change vs previous 13F -3,130 shares

    0.05% of the 13F portfolio, value $696,924.

    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 25,883 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $784,773.

    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).