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Disclosery

Callan Family Office, LLC: IVV position timeline

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

Callan Family Office, LLC held 212,091 IVV 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 212,091 shares
    Change vs previous 13F +11,463 shares

    3.11% of the 13F portfolio, value $158,832,742.

    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 200,628 shares
    Change vs previous 13F +751 shares

    2.97% of the 13F portfolio, value $131,051,986.

    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 199,877 shares
    Change vs previous 13F +28,339 shares

    2.94% of the 13F portfolio, value $136,903,846.

    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 171,538 shares
    Change vs previous 13F -13,392 shares

    3.66% of the 13F portfolio, value $114,810,179.

    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 184,930 shares
    Change vs previous 13F +15,394 shares

    3.62% of the 13F portfolio, value $114,822,961.

    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 169,536 shares
    Change vs previous 13F +8,897 shares

    7.14% of the 13F portfolio, value $95,262,116.

    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 160,639 shares
    Change vs previous 13F -17,153 shares

    6.01% of the 13F portfolio, value $94,564,764.

    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 177,792 shares
    Change vs previous 13F not available

    17.23% of the 13F portfolio, value $102,554,140.

    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).