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DHK Financial Advisors, Inc.: IOO position timeline

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

DHK Financial Advisors, Inc. held 4,500 IOO shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,500 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $485,145.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,500 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $433,305.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,500 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $453,465.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,500 shares
    Change vs previous 13F +1,000 shares

    0.27% of the 13F portfolio, value $446,220.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,500 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $338,030.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,500 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $312,935.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 3,500 shares
    Change vs previous 13F -3,500 shares

    0.21% of the 13F portfolio, value $281,820.

    13F-HR 0001951757-24-000120 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,000 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $512,365.

    13F-HR 0001951757-23-000666 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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