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Disclosery

Callan Family Office, LLC: FISV position timeline

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

Callan Family Office, LLC held 106,927 FISV 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 106,927 shares
    Change vs previous 13F -12,184 shares

    0.1% of the 13F portfolio, value $5,244,770.

    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 119,111 shares
    Change vs previous 13F +90,203 shares

    0.15% of the 13F portfolio, value $6,646,394.

    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 28,908 shares
    Change vs previous 13F -44,764 shares

    0.04% of the 13F portfolio, value $1,941,750.

    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 73,672 shares
    Change vs previous 13F -6,130 shares

    0.3% of the 13F portfolio, value $9,498,471.

    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 79,802 shares
    Change vs previous 13F +53,972 shares

    0.43% of the 13F portfolio, value $13,758,663.

    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 25,830 shares
    Change vs previous 13F -2,331 shares

    0.43% of the 13F portfolio, value $5,703,990.

    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 28,161 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,784,787.

    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).