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Financial Council, LLC: IOO position timeline

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

Financial Council, LLC held 4,504 IOO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,504 shares
    Change vs previous 13F +884 shares

    0.2% of the 13F portfolio, value $615,255.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 3,620 shares
    Change vs previous 13F +504 shares

    0.17% of the 13F portfolio, value $437,919.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 3,116 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $394,712.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 3,116 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $373,959.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 3,116 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $335,943.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 3,116 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $300,046.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 3,116 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $314,006.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 3,116 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $308,989.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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