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Callan Family Office, LLC: DB position timeline

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

Callan Family Office, LLC held 177,603 DB 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 177,603 shares
    Change vs previous 13F +18,382 shares

    0.12% of the 13F portfolio, value $5,995,872.

    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 159,221 shares
    Change vs previous 13F -4,467 shares

    0.11% of the 13F portfolio, value $4,741,602.

    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 163,688 shares
    Change vs previous 13F +64,139 shares

    0.14% of the 13F portfolio, value $6,311,812.

    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 99,549 shares
    Change vs previous 13F -14,003 shares

    0.11% of the 13F portfolio, value $3,525,030.

    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 113,552 shares
    Change vs previous 13F +43,118 shares

    0.1% of the 13F portfolio, value $3,324,803.

    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 70,434 shares
    Change vs previous 13F -6,967 shares

    0.13% of the 13F portfolio, value $1,678,442.

    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 77,401 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,319,687.

    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).