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Disclosery

Callan Family Office, LLC: APAM position timeline

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

Callan Family Office, LLC held 71,286 APAM 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 71,286 shares
    Change vs previous 13F -469 shares

    0.05% of the 13F portfolio, value $2,461,506.

    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 71,755 shares
    Change vs previous 13F +733 shares

    0.06% of the 13F portfolio, value $2,611,164.

    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 71,022 shares
    Change vs previous 13F -1,510 shares

    0.06% of the 13F portfolio, value $2,893,436.

    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 72,532 shares
    Change vs previous 13F -2,705 shares

    0.1% of the 13F portfolio, value $3,147,889.

    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 75,237 shares
    Change vs previous 13F +68,220 shares

    0.11% of the 13F portfolio, value $3,335,256.

    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 7,017 shares
    Change vs previous 13F -3,968 shares

    0.02% of the 13F portfolio, value $274,365.

    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 10,985 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $472,904.

    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).