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Disclosery

Callan Family Office, LLC: IWF position timeline

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

Callan Family Office, LLC held 330,408 IWF 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 330,408 shares
    Change vs previous 13F +250,851 shares

    0.8% of the 13F portfolio, value $41,026,754.

    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 79,557 shares
    Change vs previous 13F -37,221 shares

    0.77% of the 13F portfolio, value $33,923,100.

    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 116,778 shares
    Change vs previous 13F +58,953 shares

    1.19% of the 13F portfolio, value $55,270,892.

    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 57,825 shares
    Change vs previous 13F -22,747 shares

    0.86% of the 13F portfolio, value $27,085,968.

    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 80,572 shares
    Change vs previous 13F +15,600 shares

    1.08% of the 13F portfolio, value $34,209,401.

    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 64,972 shares
    Change vs previous 13F +9,263 shares

    1.76% of the 13F portfolio, value $23,460,866.

    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 55,709 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $22,371,801.

    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).