Current Market Value 3,169,111,357
Current Holdings 931
Most Recent File Date 2025-07-24
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Callan Family Office, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 931 3,169,111
2025-05-13 2025-03-31 13F-HR 543 1,333,418
2025-02-07 2024-12-31 13F-HR 627 1,572,229
2024-10-08 2024-09-30 13F-HR 189 595,051
2024-07-26 2024-06-30 13F-HR 153 520,860
2024-05-09 2024-03-31 13F-HR 89 426,541
2024-02-14 2023-12-31 13F-HR 99 404,929
2023-11-14 2023-09-30 13F-HR 87 375,533
2023-08-14 2023-06-30 13F-HR 110 379,307
2023-05-12 2023-03-31 13F-HR 153 412,109
2023-02-23 2022-12-31 13F-HR 102 310,160