Skip to content
Disclosery

Drake & Associates, LLC: IOO position timeline

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

Drake & Associates, LLC held 10,344 IOO 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 10,344 shares
    Change vs previous 13F -3 shares

    0.24% of the 13F portfolio, value $1,412,948.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 10,347 shares
    Change vs previous 13F -220 shares

    0.24% of the 13F portfolio, value $1,251,627.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 10,567 shares
    Change vs previous 13F -339 shares

    0.27% of the 13F portfolio, value $1,338,565.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 10,906 shares
    Change vs previous 13F -1,249 shares

    0.29% of the 13F portfolio, value $1,364,982.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 12,155 shares
    Change vs previous 13F -156,139 shares

    0.32% of the 13F portfolio, value $1,310,420.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 168,294 shares
    Change vs previous 13F +3,385 shares

    4.55% of the 13F portfolio, value $16,204,985.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 164,909 shares
    Change vs previous 13F +4,925 shares

    4.78% of the 13F portfolio, value $16,810,776.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 159,984 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $15,864,042.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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