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Flagship Private Wealth, LLC: IOO position timeline

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

Flagship Private Wealth, LLC held 108,754 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 108,754 shares
    Change vs previous 13F -3,776 shares

    5.25% of the 13F portfolio, value $14,855,815.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, 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 112,530 shares
    Change vs previous 13F -2,266 shares

    5.53% of the 13F portfolio, value $13,612,729.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, 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 114,796 shares
    Change vs previous 13F -3,251 shares

    5.72% of the 13F portfolio, value $14,541,181.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, 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 118,047 shares
    Change vs previous 13F +517 shares

    5.69% of the 13F portfolio, value $14,166,744.

    13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, 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/A 117,530 shares
    Change vs previous 13F -1,224 shares

    5.39% of the 13F portfolio, value $12,670,864.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private Wealth, 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 118,754 shares
    Change vs previous 13F -881 shares

    5.45% of the 13F portfolio, value $11,434,827.

    13F-HR 0001667731-25-000427 filed by Flagship Private Wealth, 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 119,635 shares
    Change vs previous 13F -1,158 shares

    5.81% of the 13F portfolio, value $12,055,615.

    13F-HR 0001667731-25-000072 filed by Flagship Private Wealth, 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 120,793 shares
    Change vs previous 13F not available

    6.17% of the 13F portfolio, value $11,977,834.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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