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Disclosery

Callan Family Office, LLC: IBM position timeline

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

Callan Family Office, LLC held 20,665 IBM 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 20,665 shares
    Change vs previous 13F +520 shares

    0.11% of the 13F portfolio, value $5,811,087.

    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 20,145 shares
    Change vs previous 13F -1,264 shares

    0.11% of the 13F portfolio, value $4,882,830.

    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 21,409 shares
    Change vs previous 13F +6,254 shares

    0.14% of the 13F portfolio, value $6,341,693.

    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 15,155 shares
    Change vs previous 13F -1,763 shares

    0.14% of the 13F portfolio, value $4,276,135.

    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 16,918 shares
    Change vs previous 13F +13,935 shares

    0.16% of the 13F portfolio, value $4,987,088.

    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 2,983 shares
    Change vs previous 13F -5,839 shares

    0.06% of the 13F portfolio, value $741,753.

    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 8,822 shares
    Change vs previous 13F +7,589 shares

    0.12% of the 13F portfolio, value $1,939,340.

    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 1,233 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $272,592.

    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).