Security key
131100109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 600,892
- Total 13F value
- $1,779,616
- Share change
- -140,155
- SEC-reported price per share
- $1.25
- Number of holders
- 12
- Value change
- +$883,785
- Number of buys
- 7
- Number of sells
- 9
- Shares outstanding
- 5,564,326
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2026
Institutions
12
Top holders
10
CJMB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
CALLAN JMB INC. SEC filings
CALLAN JMB INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 131100109
Recent filing periods:
Ownership snapshot
Top reported holders of CJMB - CALLAN JMB INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Wayne D. Williams
Disclosed value leader
Wayne D. Williams
Comparable rows
14/15
Latest evidence
20 Mar 2026
3/4/5
13F
Lead comparable stake: 43%
1 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Wayne D. Williams leads the comparable SEC ownership view at 43%.
14 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Wayne D. Williams's linked filing trail.
Comparable ownership
Top 5
Wayne D. Williams
43%
David J. Croyle
14%
BARD ASSOCIATES INC
5%
Creative Planning
3.7%
Cable Car Capital, LP
2.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Wayne D. Williams |
3/4/5
CEO, Chairman and President, Director, 10%+ Owner
|
43%
|
$5,855,785
2,377,468 shares
|
+$109,258 | 16 Dec 2025 |
| David J. Croyle |
3/4/5
Chief Medical Officer, 10%+ Owner
|
14%
|
$1,400,000
800,000 shares
|
+$43,928 | 20 Mar 2026 |
| BARD ASSOCIATES INC |
13F
Company
|
5%
|
$310,408
279,646 shares
|
— | 31 Dec 2025 |
| Creative Planning |
13F
Company
|
3.7%
|
$228,319
205,693 shares
|
— | 31 Dec 2025 |
| Cable Car Capital, LP |
13F
Company
|
2.4%
|
$145,257
130,862 shares
|
— | 31 Dec 2025 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.79%
|
$48,842
44,002 shares
|
— | 31 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
600,892
Rows available
12
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
12
Q1 2026 holders
12
Holder diff
0
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend