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Disclosery

Callan Family Office, LLC: IWS position timeline

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

Callan Family Office, LLC held 11,001 IWS 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 11,001 shares
    Change vs previous 13F -447 shares

    0.04% of the 13F portfolio, value $1,810,765.

    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 11,448 shares
    Change vs previous 13F -312 shares

    0.04% of the 13F portfolio, value $1,668,432.

    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 11,760 shares
    Change vs previous 13F +1,229 shares

    0.04% of the 13F portfolio, value $1,658,748.

    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 10,531 shares
    Change vs previous 13F -519 shares

    0.05% of the 13F portfolio, value $1,470,865.

    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 11,050 shares
    Change vs previous 13F +690 shares

    0.05% of the 13F portfolio, value $1,460,147.

    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 10,360 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,305,049.

    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 10,360 shares
    Change vs previous 13F -433 shares

    0.09% of the 13F portfolio, value $1,339,962.

    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 10,793 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,427,374.

    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).