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Disclosery

Callan Family Office, LLC: ACWI position timeline

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

Callan Family Office, LLC held 32,232 ACWI 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 32,232 shares
    Change vs previous 13F +36 shares

    0.1% of the 13F portfolio, value $5,059,457.

    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 32,196 shares
    Change vs previous 13F -30,252 shares

    0.1% of the 13F portfolio, value $4,454,961.

    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 62,448 shares
    Change vs previous 13F +27,180 shares

    0.19% of the 13F portfolio, value $8,835,768.

    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 35,268 shares
    Change vs previous 13F +14,593 shares

    0.16% of the 13F portfolio, value $4,875,448.

    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 20,675 shares
    Change vs previous 13F +905 shares

    0.08% of the 13F portfolio, value $2,658,805.

    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 19,770 shares
    Change vs previous 13F -5,105 shares

    0.17% of the 13F portfolio, value $2,301,030.

    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 24,875 shares
    Change vs previous 13F +5,895 shares

    0.19% of the 13F portfolio, value $2,922,813.

    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 18,980 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,269,059.

    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).