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Disclosery

Callan Family Office, LLC: CVS position timeline

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

Callan Family Office, LLC held 164,995 CVS 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 164,995 shares
    Change vs previous 13F -108 shares

    0.33% of the 13F portfolio, value $17,068,707.

    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 165,103 shares
    Change vs previous 13F +9,799 shares

    0.27% of the 13F portfolio, value $11,857,697.

    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 155,304 shares
    Change vs previous 13F +19,988 shares

    0.26% of the 13F portfolio, value $12,324,896.

    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 135,316 shares
    Change vs previous 13F +14,208 shares

    0.33% of the 13F portfolio, value $10,201,480.

    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 121,108 shares
    Change vs previous 13F +89,053 shares

    0.26% of the 13F portfolio, value $8,354,030.

    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 32,055 shares
    Change vs previous 13F +11,890 shares

    0.16% of the 13F portfolio, value $2,171,726.

    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 20,165 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $905,207.

    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).