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Disclosery

Callan Family Office, LLC: WM position timeline

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

Callan Family Office, LLC held 16,252 WM 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 16,252 shares
    Change vs previous 13F -190 shares

    0.07% of the 13F portfolio, value $3,622,294.

    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 16,442 shares
    Change vs previous 13F -650 shares

    0.09% of the 13F portfolio, value $3,778,266.

    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 17,092 shares
    Change vs previous 13F +2,706 shares

    0.08% of the 13F portfolio, value $3,755,307.

    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 14,386 shares
    Change vs previous 13F -1,810 shares

    0.1% of the 13F portfolio, value $3,176,860.

    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 16,196 shares
    Change vs previous 13F +10,886 shares

    0.12% of the 13F portfolio, value $3,705,969.

    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 5,310 shares
    Change vs previous 13F -6,245 shares

    0.09% of the 13F portfolio, value $1,229,318.

    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 11,555 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,331,683.

    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).