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Disclosery

Callan Capital, LLC: IWM position timeline

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

Callan Capital, LLC held 5,909 IWM 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 5,909 shares
    Change vs previous 13F -197 shares

    0.09% of the 13F portfolio, value $1,178,845.

    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 6,106 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $1,349,233.

    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 6,074 shares
    Change vs previous 13F +265 shares

    0.09% of the 13F portfolio, value $1,341,785.

    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 5,809 shares
    Change vs previous 13F +1,190 shares

    0.1% of the 13F portfolio, value $1,178,688.

    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 4,619 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $971,301.

    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 4,608 shares
    Change vs previous 13F -43 shares

    0.09% of the 13F portfolio, value $924,837.

    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 4,651 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $822,030.

    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 4,571 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $856,079.

    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).