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Callan Family Office, LLC: UFPI position timeline

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

Callan Family Office, LLC held 40,056 UFPI 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 40,056 shares
    Change vs previous 13F -67 shares

    0.07% of the 13F portfolio, value $3,634,681.

    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 40,123 shares
    Change vs previous 13F +12,840 shares

    0.08% of the 13F portfolio, value $3,696,131.

    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 27,283 shares
    Change vs previous 13F -14,661 shares

    0.05% of the 13F portfolio, value $2,484,117.

    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 41,944 shares
    Change vs previous 13F -1,757 shares

    0.12% of the 13F portfolio, value $3,921,345.

    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 43,701 shares
    Change vs previous 13F +40,122 shares

    0.14% of the 13F portfolio, value $4,342,131.

    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 3,579 shares
    Change vs previous 13F -1,763 shares

    0.03% of the 13F portfolio, value $383,096.

    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 5,342 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $601,776.

    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).