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Disclosery

Callan Family Office, LLC: USB position timeline

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

Callan Family Office, LLC held 40,864 USB 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 40,864 shares
    Change vs previous 13F -1,407 shares

    0.05% of the 13F portfolio, value $2,468,164.

    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 42,271 shares
    Change vs previous 13F -5,693 shares

    0.05% of the 13F portfolio, value $2,198,522.

    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 47,964 shares
    Change vs previous 13F +7,908 shares

    0.05% of the 13F portfolio, value $2,559,370.

    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 40,056 shares
    Change vs previous 13F -1,305 shares

    0.06% of the 13F portfolio, value $1,935,906.

    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 41,361 shares
    Change vs previous 13F +19,844 shares

    0.06% of the 13F portfolio, value $1,871,585.

    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 21,517 shares
    Change vs previous 13F -15,293 shares

    0.07% of the 13F portfolio, value $908,448.

    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 36,810 shares
    Change vs previous 13F +30,615 shares

    0.11% of the 13F portfolio, value $1,760,622.

    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 6,195 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $283,297.

    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).