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Disclosery

Callan Family Office, LLC: WSO position timeline

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

Callan Family Office, LLC held 6,284 WSO 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 6,284 shares
    Change vs previous 13F -151 shares

    0.05% of the 13F portfolio, value $2,618,678.

    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 6,435 shares
    Change vs previous 13F +981 shares

    0.05% of the 13F portfolio, value $2,340,930.

    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 5,454 shares
    Change vs previous 13F +4,286 shares

    0.04% of the 13F portfolio, value $1,837,661.

    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 1,168 shares
    Change vs previous 13F -1,138 shares

    0.02% of the 13F portfolio, value $472,222.

    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 2,306 shares
    Change vs previous 13F +1,483 shares

    0.03% of the 13F portfolio, value $1,018,376.

    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 823 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $418,331.

    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 842 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $399,015.

    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).