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Disclosery

Callan Family Office, LLC: IWR position timeline

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

Callan Family Office, LLC held 167,300 IWR 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 167,300 shares
    Change vs previous 13F -818 shares

    0.36% of the 13F portfolio, value $18,456,566.

    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 168,118 shares
    Change vs previous 13F -22,302 shares

    0.37% of the 13F portfolio, value $16,346,142.

    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 190,420 shares
    Change vs previous 13F +32,983 shares

    0.39% of the 13F portfolio, value $18,331,762.

    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 157,437 shares
    Change vs previous 13F -5,688 shares

    0.48% of the 13F portfolio, value $15,200,546.

    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 163,125 shares
    Change vs previous 13F +1,301 shares

    0.47% of the 13F portfolio, value $15,002,606.

    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 161,824 shares
    Change vs previous 13F -19 shares

    1.03% of the 13F portfolio, value $13,766,368.

    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 161,843 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $14,306,921.

    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).