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Disclosery

Callan Family Office, LLC: LPLA position timeline

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

Callan Family Office, LLC held 7,444 LPLA 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 7,444 shares
    Change vs previous 13F +770 shares

    0.04% of the 13F portfolio, value $2,096,951.

    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 6,674 shares
    Change vs previous 13F +304 shares

    0.05% of the 13F portfolio, value $2,007,870.

    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 6,370 shares
    Change vs previous 13F +2,985 shares

    0.05% of the 13F portfolio, value $2,275,337.

    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 3,385 shares
    Change vs previous 13F -652 shares

    0.04% of the 13F portfolio, value $1,126,156.

    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 4,037 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,513,754.

    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).