Security key
131100109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 52,485
- Total 13F value
- $418,611
- Share change
- +35,155
- SEC-reported price per share
- $0.80
- Number of holders
- 5
- Value change
- -$759,526
- Number of buys
- 2
- Number of sells
- 2
- Shares outstanding
- 5,564,326
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
5
Top holders
5
CJMB full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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
BARD ASSOCIATES INC
Disclosed value leader
Wayne D. Williams
Comparable rows
14/15
Latest evidence
27 May 2026
13F
13D/G
3/4/5
Lead comparable stake: 4.3%
1 rows are not safely comparable across share classes.
13D/G row: BARD ASSOCIATES INC
Showing 1-6 of 15 holder rows.
Quick read
BARD ASSOCIATES INC leads the comparable SEC ownership view at 4.3%.
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 BARD ASSOCIATES INC's linked filing trail.
Comparable ownership
Top 5
BARD ASSOCIATES INC
4.3%
Wayne D. Williams
43%
David J. Croyle
14%
Creative Planning
4.6%
JANE STREET GROUP, LLC
0.51%
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 |
|---|---|---|---|---|---|
| BARD ASSOCIATES INC |
13F
13D/G
Company
|
4.3%
from 13D/G
|
$306,853
245,482 shares
|
— | 31 Mar 2026 |
| 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 |
| Creative Planning |
13F
Company
|
4.6%
|
$319,616
255,693 shares
|
— | 31 Mar 2026 |
| JANE STREET GROUP, LLC |
13F
Company
|
0.51%
|
$35,329
28,263 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.41%
|
$28,710
22,969 shares
|
— | 31 Mar 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
52,485
Rows available
5
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
12
Q2 2026 holders
5
Holder diff
-7
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend