|
Q3 2026
|
47 |
100,102 |
VOO, SMMD, SPY, ESGD
|
13F-HR
|
10/13/2026 |
000187884926000007 |
|
Q2 2026
|
|
|
Reported by Callan Family Office, LLC
|
13F-NT |
7/29/2026 |
000187884926000005 |
|
Q1 2026
|
|
|
Reported by Callan Family Office, LLC
|
13F-NT |
4/28/2026 |
000187884926000002 |
|
Q4 2025 ↗
|
|
|
Reported by Natixis Advisors, LLC,
Callan Family Office, LLC
|
13F-NT |
1/30/2026 |
000187884926000001 |
|
Q3 2025
|
|
|
Reported by Natixis Advisors, LLC
|
13F-NT |
10/31/2025 |
000187884925000008 |
|
Q2 2025
|
|
|
Reported by Natixis Advisors, LLC
|
13F-NT |
7/30/2025 |
000187884925000005 |
|
Q1 2025
|
|
|
Reported by Natixis Advisors, LLC
|
13F-NT |
4/7/2025 |
000187884925000002 |
|
Q4 2024
|
|
|
Reported by Natixis Advisors, LLC
|
13F-NT |
1/27/2025 |
000187884925000001 |
|
Q3 2024
|
|
|
Reported by Natixis Advisors, LLC
|
13F-NT |
10/2/2024 |
000187884924000006 |
|
Q2 2024
|
|
|
Reported by Natixis Advisors, LLC
|
13F-NT |
8/6/2024 |
000187884924000003 |
|
Q1 2024
|
|
|
Reported by Natixis Advisors, L.P.
|
13F-NT |
4/25/2024 |
000187884924000002 |
|
Q4 2023
|
|
|
Reported by Natixis Advisors, L.P.
|
13F-NT |
2/1/2024 |
000187884924000001 |
|
Q2 2023
|
24 |
41,387 |
VONG, VOO, SPY, DSI
|
13F-HR
|
8/7/2023 |
000108514623003107 |
|
Q1 2023
|
24 |
47,868 |
GBDC, VONG, VOO, SPY
|
13F-HR
|
4/26/2023 |
000108514623001911 |
|
Q4 2022
|
23 |
44,668 |
GBDC, VONG, VOO, SPY
|
13F-HR
|
2/2/2023 |
000108514623000611 |
|
Q3 2022
|
51 |
129,672 |
PAXS, GBDC, FSK, COM
|
13F-HR
|
11/7/2022 |
000108514622003818 |
|
Q2 2022
|
71 |
182,619 |
SCHO, PAXS, GBDC, FSK
|
13F-HR
|
8/10/2022 |
000108514622002971 |