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Disclosery

BFI Wealth Solutions, LLC: IOCT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFI Wealth Solutions, LLC on IOCT, newest first. How the timeline and the estimate are built.

BFI Wealth Solutions, LLC held 52,574 IOCT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,574 shares
    Change vs previous 13F +424 shares

    1.44% of the 13F portfolio, value $1,944,714.

    13F-HR 0001172661-26-003166 filed by BFI Wealth Solutions, 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 52,150 shares
    Change vs previous 13F +4,985 shares

    1.77% of the 13F portfolio, value $1,847,154.

    13F-HR 0001172661-26-002267 filed by BFI Wealth Solutions, 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 47,165 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,644,173.

    13F-HR 0001172661-26-001316 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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