Skip to content
Disclosery

Callan Family Office, LLC: ITOT position timeline

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

Callan Family Office, LLC held 152,649 ITOT 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 152,649 shares
    Change vs previous 13F +45,746 shares

    0.49% of the 13F portfolio, value $25,075,651.

    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 106,903 shares
    Change vs previous 13F +3,755 shares

    0.35% of the 13F portfolio, value $15,226,194.

    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 103,148 shares
    Change vs previous 13F -1,679 shares

    0.33% of the 13F portfolio, value $15,337,128.

    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 104,827 shares
    Change vs previous 13F +1,489 shares

    0.49% of the 13F portfolio, value $15,268,089.

    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 103,338 shares
    Change vs previous 13F +36,097 shares

    0.44% of the 13F portfolio, value $13,954,696.

    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 67,241 shares
    Change vs previous 13F +23,438 shares

    0.62% of the 13F portfolio, value $8,204,074.

    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 43,803 shares
    Change vs previous 13F +18,163 shares

    0.36% of the 13F portfolio, value $5,633,942.

    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 25,640 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,220,897.

    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).