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Callan Family Office, LLC: SPGI position timeline

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

Callan Family Office, LLC held 34,431 SPGI 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 34,431 shares
    Change vs previous 13F +61 shares

    0.27% of the 13F portfolio, value $14,022,185.

    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 34,370 shares
    Change vs previous 13F -4,623 shares

    0.33% of the 13F portfolio, value $14,618,744.

    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 38,993 shares
    Change vs previous 13F +5,426 shares

    0.44% of the 13F portfolio, value $20,377,099.

    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 33,567 shares
    Change vs previous 13F -792 shares

    0.52% of the 13F portfolio, value $16,337,395.

    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 34,359 shares
    Change vs previous 13F +13,245 shares

    0.57% of the 13F portfolio, value $18,117,157.

    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 21,114 shares
    Change vs previous 13F +2,390 shares

    0.8% of the 13F portfolio, value $10,728,023.

    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 18,724 shares
    Change vs previous 13F +17,793 shares

    0.59% of the 13F portfolio, value $9,325,114.

    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 931 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $480,973.

    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).