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Callan Family Office, LLC: PRI position timeline

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

Callan Family Office, LLC held 31,017 PRI 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 31,017 shares
    Change vs previous 13F -412 shares

    0.17% of the 13F portfolio, value $8,815,031.

    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 31,429 shares
    Change vs previous 13F +431 shares

    0.18% of the 13F portfolio, value $7,872,336.

    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 30,998 shares
    Change vs previous 13F +180 shares

    0.17% of the 13F portfolio, value $8,008,643.

    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 30,818 shares
    Change vs previous 13F -2,629 shares

    0.27% of the 13F portfolio, value $8,554,769.

    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 33,447 shares
    Change vs previous 13F +30,220 shares

    0.29% of the 13F portfolio, value $9,153,440.

    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 3,227 shares
    Change vs previous 13F -1,797 shares

    0.07% of the 13F portfolio, value $918,178.

    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 5,024 shares
    Change vs previous 13F +3,680 shares

    0.09% of the 13F portfolio, value $1,363,614.

    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 1,344 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $356,362.

    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).