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Callan Family Office, LLC: PEP position timeline

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

Callan Family Office, LLC held 26,688 PEP 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 26,688 shares
    Change vs previous 13F -680 shares

    0.07% of the 13F portfolio, value $3,613,522.

    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 27,368 shares
    Change vs previous 13F +958 shares

    0.1% of the 13F portfolio, value $4,249,940.

    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 26,410 shares
    Change vs previous 13F +6,283 shares

    0.08% of the 13F portfolio, value $3,790,334.

    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 20,127 shares
    Change vs previous 13F +1,985 shares

    0.09% of the 13F portfolio, value $2,826,636.

    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 18,142 shares
    Change vs previous 13F +7,613 shares

    0.08% of the 13F portfolio, value $2,395,470.

    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 10,529 shares
    Change vs previous 13F -2,093 shares

    0.12% of the 13F portfolio, value $1,578,718.

    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 12,622 shares
    Change vs previous 13F +6,645 shares

    0.12% of the 13F portfolio, value $1,919,301.

    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 5,977 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,016,389.

    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).