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Disclosery

Callan Family Office, LLC: IWB position timeline

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

Callan Family Office, LLC held 4,130 IWB 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 4,130 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $1,691,235.

    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 4,155 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $1,481,507.

    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 4,154 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,551,270.

    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 4,154 shares
    Change vs previous 13F +39 shares

    0.05% of the 13F portfolio, value $1,518,204.

    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 4,115 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $1,397,331.

    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 4,215 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $1,292,909.

    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 4,213 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,357,260.

    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 4,213 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,324,525.

    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).