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Disclosery

Callan Capital, LLC: IWB position timeline

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

Callan Capital, LLC held 1,660 IWB 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 1,660 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $509,226.

    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 1,650 shares
    Change vs previous 13F -2,556 shares

    0.04% of the 13F portfolio, value $531,500.

    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 4,206 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $1,322,299.

    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 4,202 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $1,250,176.

    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 4,199 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $1,209,339.

    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 4,195 shares
    Change vs previous 13F +163 shares

    0.1% of the 13F portfolio, value $1,100,168.

    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 4,032 shares
    Change vs previous 13F -13 shares

    0.1% of the 13F portfolio, value $947,192.

    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 4,045 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $985,965.

    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).