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Disclosery

Callan Capital, LLC: IX position timeline

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

Callan Capital, LLC held 69,576 IX 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 69,576 shares
    Change vs previous 13F +57,918 shares

    0.11% of the 13F portfolio, value $1,453,443.

    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 11,658 shares
    Change vs previous 13F -2,298 shares

    0.09% of the 13F portfolio, value $1,238,429.

    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 13,956 shares
    Change vs previous 13F +4,501 shares

    0.11% of the 13F portfolio, value $1,619,594.

    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 9,455 shares
    Change vs previous 13F +1,812 shares

    0.09% of the 13F portfolio, value $1,052,342.

    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 7,643 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $842,259.

    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).