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Callan Family Office, LLC: FDS position timeline

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

Callan Family Office, LLC held 1,450 FDS 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 1,450 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $333,616.

    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 1,312 shares
    Change vs previous 13F -3,623 shares

    0.01% of the 13F portfolio, value $284,692.

    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 4,935 shares
    Change vs previous 13F -3,316 shares

    0.03% of the 13F portfolio, value $1,432,087.

    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 8,251 shares
    Change vs previous 13F -459 shares

    0.08% of the 13F portfolio, value $2,363,829.

    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 8,710 shares
    Change vs previous 13F +7,965 shares

    0.12% of the 13F portfolio, value $3,895,809.

    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 745 shares
    Change vs previous 13F -1,206 shares

    0.03% of the 13F portfolio, value $338,707.

    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 1,951 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $937,026.

    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).