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Disclosery

Callan Capital, LLC: IWR position timeline

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

Callan Capital, LLC held 5,312 IWR 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 5,312 shares
    Change vs previous 13F -159 shares

    0.03% of the 13F portfolio, value $451,872.

    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 5,471 shares
    Change vs previous 13F +174 shares

    0.04% of the 13F portfolio, value $483,655.

    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 5,297 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $466,914.

    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 5,288 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $428,780.

    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 5,283 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $444,226.

    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 5,277 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $410,201.

    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 5,258 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $364,117.

    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 5,258 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $383,992.

    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).