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Callan Family Office, LLC: CL position timeline

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

Callan Family Office, LLC held 13,908 CL 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 13,908 shares
    Change vs previous 13F +2,978 shares

    0.02% of the 13F portfolio, value $1,275,098.

    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 10,930 shares
    Change vs previous 13F +511 shares

    0.02% of the 13F portfolio, value $931,578.

    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 10,419 shares
    Change vs previous 13F -1,283 shares

    0.02% of the 13F portfolio, value $823,322.

    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 11,702 shares
    Change vs previous 13F -6,983 shares

    0.03% of the 13F portfolio, value $935,458.

    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 18,685 shares
    Change vs previous 13F +13,848 shares

    0.05% of the 13F portfolio, value $1,698,467.

    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 4,837 shares
    Change vs previous 13F -1,913 shares

    0.03% of the 13F portfolio, value $453,227.

    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 6,750 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $613,643.

    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).