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Disclosery

Callan Family Office, LLC: HSBC position timeline

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

Callan Family Office, LLC held 82,060 HSBC 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 82,060 shares
    Change vs previous 13F +2,492 shares

    0.15% of the 13F portfolio, value $7,803,114.

    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 79,568 shares
    Change vs previous 13F +1,110 shares

    0.15% of the 13F portfolio, value $6,563,589.

    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 78,458 shares
    Change vs previous 13F +22,121 shares

    0.13% of the 13F portfolio, value $6,172,314.

    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 56,337 shares
    Change vs previous 13F -12,775 shares

    0.13% of the 13F portfolio, value $3,998,800.

    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 69,112 shares
    Change vs previous 13F +50,235 shares

    0.13% of the 13F portfolio, value $4,201,318.

    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 18,877 shares
    Change vs previous 13F -6,228 shares

    0.08% of the 13F portfolio, value $1,084,106.

    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 25,105 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,241,693.

    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).