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Disclosery

Callan Family Office, LLC: COO position timeline

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

Callan Family Office, LLC held 7,974 COO 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 7,974 shares
    Change vs previous 13F +2,413 shares

    0.01% of the 13F portfolio, value $571,816.

    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 5,561 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $397,612.

    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 5,502 shares
    Change vs previous 13F +619 shares

    0.01% of the 13F portfolio, value $450,944.

    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 4,883 shares
    Change vs previous 13F +518 shares

    0.01% of the 13F portfolio, value $334,778.

    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 4,365 shares
    Change vs previous 13F +493 shares

    0.01% of the 13F portfolio, value $310,613.

    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 3,872 shares
    Change vs previous 13F -272 shares

    0.02% of the 13F portfolio, value $326,603.

    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 4,144 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $380,958.

    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).