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Disclosery

Callan Family Office, LLC: IJR position timeline

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

Callan Family Office, LLC held 184,857 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,857 shares
    Change vs previous 13F +22,188 shares

    0.54% of the 13F portfolio, value $27,416,204.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 162,669 shares
    Change vs previous 13F +19,964 shares

    0.46% of the 13F portfolio, value $20,221,413.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 142,705 shares
    Change vs previous 13F +68,122 shares

    0.37% of the 13F portfolio, value $17,150,339.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,583 shares
    Change vs previous 13F -1,721 shares

    0.28% of the 13F portfolio, value $8,862,713.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 76,304 shares
    Change vs previous 13F +9,399 shares

    0.26% of the 13F portfolio, value $8,339,304.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,905 shares
    Change vs previous 13F +758 shares

    0.52% of the 13F portfolio, value $6,996,251.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,147 shares
    Change vs previous 13F +6,849 shares

    0.48% of the 13F portfolio, value $7,621,492.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,298 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $6,935,494.

    13F-HR 0001221073-24-000082 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).