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Disclosery

Callan Family Office, LLC: EXC position timeline

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

Callan Family Office, LLC held 18,452 EXC 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 18,452 shares
    Change vs previous 13F +422 shares

    0.02% of the 13F portfolio, value $860,228.

    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 18,030 shares
    Change vs previous 13F -1,648 shares

    0.02% of the 13F portfolio, value $883,825.

    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 19,678 shares
    Change vs previous 13F +3,697 shares

    0.02% of the 13F portfolio, value $857,761.

    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 15,981 shares
    Change vs previous 13F -2,094 shares

    0.02% of the 13F portfolio, value $719,305.

    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 18,075 shares
    Change vs previous 13F +12,306 shares

    0.02% of the 13F portfolio, value $784,817.

    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 5,769 shares
    Change vs previous 13F -598 shares

    0.02% of the 13F portfolio, value $265,836.

    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 6,367 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $239,654.

    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).