Security Snapshot

CALLAN JMB INC. - Common Stock (CJMB) Institutional Ownership

CUSIP: 131100109

13F Institutional Holders and Ownership History from Q1 2025 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

15

Shares (Excl. Options)

622.72KFull value: 622,715 · shares · 30 Jun 2026

Price

$0.80

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
CJMB on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
622,715
Latest holder snapshot 5 signals
Total 13F value
$877,075
Portfolio coverage rank
0%
Share change
+21,823
Value change
-$791,728
Number of holders
15
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
5,564,326
SEC-reported price per share
$2.25
Insider filing price
$2.25
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • CJMB - CALLAN JMB INC. - Common Stock is tracked under CUSIP 131100109.
  • 15 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 12 to 15 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $1.78MFull value: $1,779,616 · USD · 31 Mar 2026
    to
    $877.08KFull value: $877,075 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 15 institutions filings for Q2 2026.

Open SEC evidence

Security key

131100109

13F reference period

Q2 2026

13F holders

15

13D/G owners

1

CIK / CUSIP context first

Open Q2 2026 holders CJMB full holder history CALLAN JMB INC. SEC filings CALLAN JMB INC. company facts CALLAN JMB INC. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
CJMB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BARD ASSOCIATES INC 4.3% -20% $301,475 -$8,084 239,266 -2.6% Bard Associates, Inc. 13 May 2026
As of 30 Jun 2026, 15 institutional investors reported holding
622.72KFull value: 622,715 · shares · 30 Jun 2026
shares of CALLAN JMB INC. - Common Stock (CJMB). This represents 11% of the company’s total
5.56MFull value: 5,564,326 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 18 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
11%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Creative Planning 4.6% 255,693 0% 0% $205,577
BARD ASSOCIATES INC 4.1% 229,250 -6.6% 0.04% $184,317
CITADEL ADVISORS LLC 0.58% 32,086 0% $25,797
AXXCESS WEALTH MANAGEMENT, LLC 0.45% 25,000 0% $20,100
GEODE CAPITAL MANAGEMENT, LLC 0.28% 15,672 -32% 0% $12,599
Financial Plan, Inc. 0.24% 13,500 0% $10,854
CITIGROUP INC 0.24% 13,423 0% $10,792
HighTower Advisors, LLC 0.22% 12,500 0% 0% $10,050
XTX Topco Ltd 0.2% 11,287 0% $9,075
VANGUARD CAPITAL MANAGEMENT LLC 0.12% 6,664 0% 0% $5,358
UBS Group AG 0.1% 5,643 +245% 0% $4,537
Qsemble Capital Management, LP 0.03% 1,561 -68% 0.05% $377,668
Tower Research Capital LLC (TRC) 0.01% 434 -79% 0% $349
BARCLAYS PLC 0% 1 0% $1
Caitong International Asset Management Co., Ltd 0% 1 -50% 0% $1
HRT FINANCIAL LP 0% 0 -100% $0
JANE STREET GROUP, LLC 0% 0 -100% $0
VANGUARD FIDUCIARY TRUST CO 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
7
Headline period
Q2 2026
Rows shown
1-7 of 7
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 471,931 $1,146,791 +$436,899 $2.43 4
2026 Q2 622,715 $877,075 -$791,728 $0.80 15
2026 Q1 600,892 $1,779,616 +$883,785 $1.25 12
2025 Q4 732,311 $812,863 -$152,922 $1.11 12
2025 Q3 749,827 $3,658,396 +$238,556 $4.88 9
2025 Q2 700,962 $3,591,722 +$46,086 $5.12 9
2025 Q1 691,863 $3,106,464 +$3,106,464 $4.49 7
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