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Callan Family Office, LLC: WMT position timeline

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

Callan Family Office, LLC held 183,286 WMT 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 183,286 shares
    Change vs previous 13F +1,578 shares

    0.41% of the 13F portfolio, value $20,758,955.

    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 181,708 shares
    Change vs previous 13F +4,768 shares

    0.51% of the 13F portfolio, value $22,582,624.

    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 176,940 shares
    Change vs previous 13F +25,664 shares

    0.42% of the 13F portfolio, value $19,712,879.

    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 151,276 shares
    Change vs previous 13F -14,396 shares

    0.5% of the 13F portfolio, value $15,590,505.

    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 165,672 shares
    Change vs previous 13F +94,648 shares

    0.51% of the 13F portfolio, value $16,199,408.

    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 71,024 shares
    Change vs previous 13F -24,928 shares

    0.47% of the 13F portfolio, value $6,235,197.

    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 95,952 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,669,263.

    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).