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Annis Gardner Whiting Capital Advisors, LLC: IOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annis Gardner Whiting Capital Advisors, LLC on IOT, newest first. How the timeline and the estimate are built.

Annis Gardner Whiting Capital Advisors, LLC held 7,335 IOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,335 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $237,875.

    13F-HR 0001998414-26-000003 filed by Annis Gardner Whiting Capital Advisors, 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 7,335 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $232,447.

    13F-HR 0001998414-26-000002 filed by Annis Gardner Whiting Capital Advisors, 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 7,335 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $260,026.

    13F-HR 0001998414-26-000001 filed by Annis Gardner Whiting Capital Advisors, 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 7,335 shares
    Change vs previous 13F +7,335 shares

    0.06% of the 13F portfolio, value $273,229.

    13F-HR 0001998414-25-000002 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,515 shares

    13F-HR 0001855205-25-000023 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,515 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $109,881.

    13F-HR 0001855205-25-000014 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).