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Callan Family Office, LLC: FIS position timeline

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

Callan Family Office, LLC held 80,229 FIS 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 80,229 shares
    Change vs previous 13F -4,893 shares

    0.06% of the 13F portfolio, value $3,119,306.

    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 85,122 shares
    Change vs previous 13F +25,517 shares

    0.09% of the 13F portfolio, value $3,993,080.

    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 59,605 shares
    Change vs previous 13F -17,962 shares

    0.09% of the 13F portfolio, value $3,961,357.

    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 77,567 shares
    Change vs previous 13F -1,500 shares

    0.16% of the 13F portfolio, value $5,114,780.

    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 79,067 shares
    Change vs previous 13F +55,123 shares

    0.2% of the 13F portfolio, value $6,436,844.

    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 23,944 shares
    Change vs previous 13F -563 shares

    0.13% of the 13F portfolio, value $1,788,138.

    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 24,507 shares
    Change vs previous 13F +21,310 shares

    0.13% of the 13F portfolio, value $1,979,430.

    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).

  8. period ended2024-09-30
    13F 3,197 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $267,749.

    13F-HR 0001221073-24-000082 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).