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Disclosery

Callan Family Office, LLC: URI position timeline

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

Callan Family Office, LLC held 2,848 URI 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 2,848 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $3,226,500.

    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 2,865 shares
    Change vs previous 13F -347 shares

    0.05% of the 13F portfolio, value $2,087,342.

    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 3,212 shares
    Change vs previous 13F +1,497 shares

    0.06% of the 13F portfolio, value $2,599,544.

    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 1,715 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $1,637,242.

    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 1,679 shares
    Change vs previous 13F +898 shares

    0.04% of the 13F portfolio, value $1,264,959.

    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 781 shares
    Change vs previous 13F -343 shares

    0.04% of the 13F portfolio, value $489,453.

    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 1,124 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $791,791.

    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).