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Disclosery

Callan Family Office, LLC: WELL position timeline

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

Callan Family Office, LLC held 30,679 WELL 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 30,679 shares
    Change vs previous 13F +1,099 shares

    0.14% of the 13F portfolio, value $6,963,266.

    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 29,580 shares
    Change vs previous 13F +5,073 shares

    0.13% of the 13F portfolio, value $5,848,282.

    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 24,507 shares
    Change vs previous 13F +15,685 shares

    0.1% of the 13F portfolio, value $4,548,744.

    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 8,822 shares
    Change vs previous 13F -2,308 shares

    0.05% of the 13F portfolio, value $1,571,551.

    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 11,130 shares
    Change vs previous 13F +7,930 shares

    0.05% of the 13F portfolio, value $1,711,015.

    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 3,200 shares
    Change vs previous 13F -895 shares

    0.04% of the 13F portfolio, value $490,272.

    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 4,095 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $516,093.

    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).