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Disclosery

Callan Family Office, LLC: WFC position timeline

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

Callan Family Office, LLC held 227,104 WFC 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 227,104 shares
    Change vs previous 13F -7,319 shares

    0.37% of the 13F portfolio, value $18,767,897.

    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 234,423 shares
    Change vs previous 13F -11,418 shares

    0.42% of the 13F portfolio, value $18,662,410.

    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 245,841 shares
    Change vs previous 13F +34,317 shares

    0.49% of the 13F portfolio, value $22,912,354.

    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 211,524 shares
    Change vs previous 13F -19,094 shares

    0.57% of the 13F portfolio, value $17,729,971.

    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 230,618 shares
    Change vs previous 13F +155,626 shares

    0.58% of the 13F portfolio, value $18,477,114.

    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 74,992 shares
    Change vs previous 13F -23,347 shares

    0.4% of the 13F portfolio, value $5,383,676.

    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 98,339 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,907,331.

    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).