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Bluesphere Advisors LLC: IOO position timeline

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

Bluesphere Advisors LLC held 132,983 IOO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,983 shares
    Change vs previous 13F -310 shares

    5.61% of the 13F portfolio, value $18,165,478.

    13F-HR 0001951757-26-001085 filed by Bluesphere 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 133,293 shares
    Change vs previous 13F +57,919 shares

    5.73% of the 13F portfolio, value $16,124,454.

    13F-HR 0001951757-26-000691 filed by Bluesphere 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 75,374 shares
    Change vs previous 13F -82 shares

    4.22% of the 13F portfolio, value $9,547,625.

    13F-HR 0001951757-26-000238 filed by Bluesphere 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 75,456 shares
    Change vs previous 13F -1,845 shares

    4.15% of the 13F portfolio, value $9,055,475.

    13F-HR 0001951757-25-001256 filed by Bluesphere 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 ended2025-06-30
    13F 77,301 shares
    Change vs previous 13F -913 shares

    4.16% of the 13F portfolio, value $8,333,821.

    13F-HR 0001951757-25-000878 filed by Bluesphere Advisors 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 78,214 shares
    Change vs previous 13F -3,508 shares

    4.31% of the 13F portfolio, value $7,531,226.

    13F-HR 0001951757-25-000423 filed by Bluesphere Advisors 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 81,722 shares
    Change vs previous 13F -720 shares

    4.03% of the 13F portfolio, value $8,235,126.

    13F-HR 0001951757-25-000110 filed by Bluesphere Advisors 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 82,442 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $8,174,949.

    13F-HR 0001951757-24-001082 filed by Bluesphere Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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