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Disclosery

Callan Family Office, LLC: XLE position timeline

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

Callan Family Office, LLC held 6,145 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,145 shares
    Change vs previous 13F -20,114 shares

    0.38% of the 13F portfolio, value $377,936.

    13F-HR 0001878849-26-000007 filed by Ulrich Consultants & Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,259 shares
    Change vs previous 13F -161 shares

    0.03% of the 13F portfolio, value $1,394,616.

    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).

  3. period ended2026-03-31
    13F 26,420 shares
    Change vs previous 13F -1,627 shares

    0.04% of the 13F portfolio, value $1,618,489.

    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).

  4. period ended2025-12-31
    13F 28,047 shares
    Change vs previous 13F +14,797 shares

    0.03% of the 13F portfolio, value $1,253,982.

    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).

  5. period ended2025-09-30
    13F 13,250 shares
    Change vs previous 13F -4,187 shares

    0.04% of the 13F portfolio, value $1,183,755.

    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).

  6. period ended2025-06-30
    13F 17,437 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,478,832.

    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).

  7. period ended2025-03-31
    13F 17,437 shares
    Change vs previous 13F +4,645 shares

    0.12% of the 13F portfolio, value $1,629,488.

    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).

  8. period ended2024-12-31
    13F 12,792 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,095,763.

    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).