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Disclosery

GLOBALT Investments LLC / GA: IOO position timeline

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

GLOBALT Investments LLC / GA held 19,224 IOO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,224 shares
    Change vs previous 13F -3,239 shares

    0.09% of the 13F portfolio, value $2,625,998.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 22,463 shares
    Change vs previous 13F -3,892 shares

    0.1% of the 13F portfolio, value $2,717,349.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 26,355 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,338,388.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 26,355 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,162,864.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 26,355 shares
    Change vs previous 13F -317 shares

    0.11% of the 13F portfolio, value $2,841,333.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 26,672 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,568,247.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 26,672 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,687,737.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 26,672 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,644,796.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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