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Disclosery

Callan Family Office, LLC: WTS position timeline

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

Callan Family Office, LLC held 25,757 WTS 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 25,757 shares
    Change vs previous 13F -95 shares

    0.2% of the 13F portfolio, value $10,082,578.

    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 25,852 shares
    Change vs previous 13F -78 shares

    0.17% of the 13F portfolio, value $7,504,577.

    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 25,930 shares
    Change vs previous 13F -396 shares

    0.15% of the 13F portfolio, value $7,157,199.

    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 26,326 shares
    Change vs previous 13F -1,137 shares

    0.23% of the 13F portfolio, value $7,352,325.

    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 27,463 shares
    Change vs previous 13F +25,226 shares

    0.21% of the 13F portfolio, value $6,752,877.

    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 2,237 shares
    Change vs previous 13F -1,666 shares

    0.03% of the 13F portfolio, value $456,169.

    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 3,903 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $793,480.

    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).