Skip to content
Disclosery

Callan Family Office, LLC: IX position timeline

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

Callan Family Office, LLC held 105,134 IX 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 105,134 shares
    Change vs previous 13F +1,096 shares

    0.08% of the 13F portfolio, value $3,999,308.

    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 104,038 shares
    Change vs previous 13F +1,335 shares

    0.07% of the 13F portfolio, value $3,120,108.

    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 102,703 shares
    Change vs previous 13F +51,282 shares

    0.06% of the 13F portfolio, value $3,000,990.

    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 51,421 shares
    Change vs previous 13F -14,864 shares

    0.04% of the 13F portfolio, value $1,343,117.

    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 66,285 shares
    Change vs previous 13F +37,400 shares

    0.05% of the 13F portfolio, value $1,492,738.

    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 28,885 shares
    Change vs previous 13F +20,598 shares

    0.05% of the 13F portfolio, value $603,408.

    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 8,287 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $880,328.

    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).