Skip to content
Disclosery

Callan Family Office, LLC: IWD position timeline

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

Callan Family Office, LLC held 73,717 IWD 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 73,717 shares
    Change vs previous 13F +4,333 shares

    0.35% of the 13F portfolio, value $17,871,207.

    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 69,384 shares
    Change vs previous 13F -157,939 shares

    0.34% of the 13F portfolio, value $14,825,275.

    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 227,323 shares
    Change vs previous 13F +152,464 shares

    1.03% of the 13F portfolio, value $47,815,116.

    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 74,859 shares
    Change vs previous 13F +1,092 shares

    0.49% of the 13F portfolio, value $15,240,540.

    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 73,767 shares
    Change vs previous 13F -9,671 shares

    0.45% of the 13F portfolio, value $14,327,764.

    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 83,438 shares
    Change vs previous 13F -29,172 shares

    1.18% of the 13F portfolio, value $15,699,694.

    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 112,610 shares
    Change vs previous 13F +44,170 shares

    1.33% of the 13F portfolio, value $20,847,489.

    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 68,440 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $12,989,912.

    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).