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Callan Family Office, LLC: MSFT position timeline

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

Callan Family Office, LLC held 344,079 MSFT 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 344,079 shares
    Change vs previous 13F +840 shares

    2.51% of the 13F portfolio, value $128,348,498.

    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 343,239 shares
    Change vs previous 13F -18,438 shares

    2.88% of the 13F portfolio, value $127,056,856.

    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 361,677 shares
    Change vs previous 13F +70,616 shares

    3.76% of the 13F portfolio, value $174,914,326.

    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 291,061 shares
    Change vs previous 13F -3,680 shares

    4.8% of the 13F portfolio, value $150,754,900.

    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 294,741 shares
    Change vs previous 13F +172,352 shares

    4.63% of the 13F portfolio, value $146,607,121.

    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 122,389 shares
    Change vs previous 13F -48,954 shares

    3.45% of the 13F portfolio, value $45,943,607.

    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 171,343 shares
    Change vs previous 13F +147,786 shares

    4.59% of the 13F portfolio, value $72,221,075.

    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 23,557 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $10,136,577.

    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).