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Disclosery

Callan Family Office, LLC: IVE position timeline

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

Callan Family Office, LLC held 112,821 IVE 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 112,821 shares
    Change vs previous 13F -1,521 shares

    0.5% of the 13F portfolio, value $25,617,135.

    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 114,342 shares
    Change vs previous 13F -2,885 shares

    0.55% of the 13F portfolio, value $24,143,316.

    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 117,227 shares
    Change vs previous 13F +10,846 shares

    0.53% of the 13F portfolio, value $24,860,330.

    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 106,381 shares
    Change vs previous 13F -5,817 shares

    0.7% of the 13F portfolio, value $21,968,740.

    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 112,198 shares
    Change vs previous 13F -6,888 shares

    0.69% of the 13F portfolio, value $21,925,733.

    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 119,086 shares
    Change vs previous 13F +16,740 shares

    1.7% of the 13F portfolio, value $22,695,410.

    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 102,346 shares
    Change vs previous 13F +10,940 shares

    1.24% of the 13F portfolio, value $19,535,804.

    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 91,406 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $18,022,521.

    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).