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Disclosery

Callan Family Office, LLC: IVW position timeline

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

Callan Family Office, LLC held 195,591 IVW 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 195,591 shares
    Change vs previous 13F +915 shares

    0.53% of the 13F portfolio, value $26,899,609.

    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 194,676 shares
    Change vs previous 13F -4,003 shares

    0.5% of the 13F portfolio, value $22,019,853.

    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 198,679 shares
    Change vs previous 13F +4,846 shares

    0.53% of the 13F portfolio, value $24,489,184.

    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 193,833 shares
    Change vs previous 13F +15,435 shares

    0.75% of the 13F portfolio, value $23,399,475.

    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 178,398 shares
    Change vs previous 13F +834 shares

    0.62% of the 13F portfolio, value $19,641,635.

    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 177,564 shares
    Change vs previous 13F +4,997 shares

    1.24% of the 13F portfolio, value $16,483,279.

    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 172,567 shares
    Change vs previous 13F +10,758 shares

    1.11% of the 13F portfolio, value $17,520,739.

    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 161,809 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $15,493,206.

    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).