Callan Family Office, LLC quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Callan Family Office, LLC opened 4 positions, added to 48, reduced 31, sold out of 2 and left 0 unchanged. The largest increase in value was TSM (+$14,660,204); the largest decrease was SNY (-$6,173,593).
- CUK: Country of operation —; Class ADS; Shares 2026-03-31 21,603; Shares 2026-06-30 0.
- WIT: Country of operation —; Class SPON ADR 1 SH; Shares 2026-03-31 11,480; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1938970): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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