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Disclosery

Callan Family Office, LLC: XEL position timeline

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

Callan Family Office, LLC held 20,129 XEL 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 20,129 shares
    Change vs previous 13F -255 shares

    0.03% of the 13F portfolio, value $1,616,325.

    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 20,384 shares
    Change vs previous 13F +118 shares

    0.04% of the 13F portfolio, value $1,619,295.

    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 20,266 shares
    Change vs previous 13F +2,800 shares

    0.03% of the 13F portfolio, value $1,496,830.

    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 17,466 shares
    Change vs previous 13F -1,641 shares

    0.04% of the 13F portfolio, value $1,408,633.

    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 19,107 shares
    Change vs previous 13F +15,079 shares

    0.04% of the 13F portfolio, value $1,301,187.

    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 4,028 shares
    Change vs previous 13F -9,741 shares

    0.02% of the 13F portfolio, value $285,142.

    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 13,769 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $929,683.

    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).