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Certified Advisory Corp: IOO position timeline

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

Certified Advisory Corp held 103,359 IOO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,359 shares
    Change vs previous 13F +1,674 shares

    1.14% of the 13F portfolio, value $14,115,974.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 101,685 shares
    Change vs previous 13F +142 shares

    1.1% of the 13F portfolio, value $12,291,497.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 101,543 shares
    Change vs previous 13F +2,115 shares

    1.17% of the 13F portfolio, value $12,862,391.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 99,428 shares
    Change vs previous 13F +3,063 shares

    1.13% of the 13F portfolio, value $11,932,306.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 96,365 shares
    Change vs previous 13F +3,575 shares

    1.08% of the 13F portfolio, value $10,388,525.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 92,790 shares
    Change vs previous 13F +7,419 shares

    1.01% of the 13F portfolio, value $8,934,506.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 85,371 shares
    Change vs previous 13F +1,430 shares

    0.93% of the 13F portfolio, value $8,602,810.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 83,941 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,323,611.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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