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Disclosery

Callan Family Office, LLC: IWM position timeline

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

Callan Family Office, LLC held 58,487 IWM 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 58,487 shares
    Change vs previous 13F +69 shares

    0.34% of the 13F portfolio, value $17,572,419.

    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 58,418 shares
    Change vs previous 13F -41,112 shares

    0.33% of the 13F portfolio, value $14,487,664.

    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 99,530 shares
    Change vs previous 13F +45,520 shares

    0.53% of the 13F portfolio, value $24,500,305.

    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 54,010 shares
    Change vs previous 13F +2,400 shares

    0.42% of the 13F portfolio, value $13,068,260.

    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 51,610 shares
    Change vs previous 13F -5,296 shares

    0.35% of the 13F portfolio, value $11,136,922.

    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 56,906 shares
    Change vs previous 13F +2,386 shares

    0.85% of the 13F portfolio, value $11,352,178.

    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 54,520 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $12,046,738.

    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).