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Disclosery

Callan Capital, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on IVV, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 14,069 IVV shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 14,069 shares
    Change vs previous 13F +3,929 shares

    0.58% of the 13F portfolio, value $7,905,224.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 10,140 shares
    Change vs previous 13F +34 shares

    0.44% of the 13F portfolio, value $5,969,211.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 10,106 shares
    Change vs previous 13F +36 shares

    0.41% of the 13F portfolio, value $5,829,482.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 10,070 shares
    Change vs previous 13F +627 shares

    0.45% of the 13F portfolio, value $5,510,676.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 9,443 shares
    Change vs previous 13F +28 shares

    0.44% of the 13F portfolio, value $4,964,340.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 9,415 shares
    Change vs previous 13F +217 shares

    0.42% of the 13F portfolio, value $4,496,687.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 9,198 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $3,950,064.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 9,198 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,099,814.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).