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Disclosery

Callan Capital, LLC: IYF position timeline

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

Callan Capital, LLC held 15,627 IYF 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 15,627 shares
    Change vs previous 13F -197 shares

    0.13% of the 13F portfolio, value $1,763,507.

    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 15,824 shares
    Change vs previous 13F -24 shares

    0.13% of the 13F portfolio, value $1,749,818.

    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 15,848 shares
    Change vs previous 13F -40 shares

    0.12% of the 13F portfolio, value $1,646,607.

    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 15,888 shares
    Change vs previous 13F +16 shares

    0.12% of the 13F portfolio, value $1,502,528.

    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 15,872 shares
    Change vs previous 13F -46 shares

    0.13% of the 13F portfolio, value $1,518,157.

    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 15,918 shares
    Change vs previous 13F -10 shares

    0.13% of the 13F portfolio, value $1,359,556.

    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 15,928 shares
    Change vs previous 13F -13 shares

    0.13% of the 13F portfolio, value $1,190,777.

    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 15,941 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,189,358.

    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).