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Callan Family Office, LLC: SSD position timeline

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

Callan Family Office, LLC held 51,088 SSD 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 51,088 shares
    Change vs previous 13F -1,158 shares

    0.21% of the 13F portfolio, value $10,695,359.

    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 52,246 shares
    Change vs previous 13F +668 shares

    0.2% of the 13F portfolio, value $8,966,526.

    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 51,578 shares
    Change vs previous 13F +3,289 shares

    0.18% of the 13F portfolio, value $8,328,289.

    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 48,289 shares
    Change vs previous 13F -2,309 shares

    0.26% of the 13F portfolio, value $8,086,476.

    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 50,598 shares
    Change vs previous 13F +46,236 shares

    0.25% of the 13F portfolio, value $7,858,375.

    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 4,362 shares
    Change vs previous 13F -2,857 shares

    0.05% of the 13F portfolio, value $685,183.

    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 7,219 shares
    Change vs previous 13F +5,161 shares

    0.08% of the 13F portfolio, value $1,197,127.

    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 2,058 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $393,634.

    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).