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Greykasell Wealth Strategies, Inc.: IOO position timeline

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

Greykasell Wealth Strategies, Inc. held 91,741 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 91,741 shares
    Change vs previous 13F +312 shares

    4.55% of the 13F portfolio, value $12,531,784.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, Inc.
    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 91,429 shares
    Change vs previous 13F -4,447 shares

    4.46% of the 13F portfolio, value $11,060,179.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, Inc.
    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 95,876 shares
    Change vs previous 13F +257 shares

    4.8% of the 13F portfolio, value $12,144,565.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, Inc.
    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 95,619 shares
    Change vs previous 13F +1,840 shares

    4.83% of the 13F portfolio, value $11,475,294.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, Inc.
    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 93,779 shares
    Change vs previous 13F +2,641 shares

    4.84% of the 13F portfolio, value $10,110,331.

    13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, Inc.
    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 91,138 shares
    Change vs previous 13F +1,710 shares

    4.68% of the 13F portfolio, value $8,775,696.

    13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, Inc.
    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 89,428 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $9,011,655.

    13F-HR 0001855205-25-000005 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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