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Disclosery

Green Ridge Wealth Planning LLC: IOO position timeline

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

Green Ridge Wealth Planning LLC held 109,469 IOO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 109,469 shares
    Change vs previous 13F +16,393 shares

    6.33% of the 13F portfolio, value $15,764,631.

    13F-HR 0002085853-26-001104 filed by Green Ridge Wealth Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 93,076 shares
    Change vs previous 13F +8,598 shares

    5.35% of the 13F portfolio, value $12,714,182.

    13F-HR 0002085853-26-000649 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 84,478 shares
    Change vs previous 13F +8,332 shares

    5.38% of the 13F portfolio, value $10,219,303.

    13F-HR 0002085853-26-000332 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 76,146 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $9,645,413.

    13F-HR 0002085853-26-000297 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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