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Disclosery

Kaye Capital Management: IOO position timeline

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

Kaye Capital Management held 177,302 IOO shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 177,302 shares
    Change vs previous 13F -2,274 shares

    7.35% of the 13F portfolio, value $19,114,941.

    13F-HR 0001111797-25-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 179,576 shares
    Change vs previous 13F +12,244 shares

    7.06% of the 13F portfolio, value $17,291,329.

    13F-HR 0001111797-25-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 167,332 shares
    Change vs previous 13F -100 shares

    7.65% of the 13F portfolio, value $16,862,028.

    13F-HR 0001111797-25-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 167,432 shares
    Change vs previous 13F +1,547 shares

    6.65% of the 13F portfolio, value $16,602,584.

    13F-HR 0001111797-24-000007 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 165,885 shares
    Change vs previous 13F +1,959 shares

    6.75% of the 13F portfolio, value $16,021,164.

    13F-HR 0001111797-24-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 163,926 shares
    Change vs previous 13F -3,185 shares

    6.39% of the 13F portfolio, value $14,656,612.

    13F-HR 0001111797-24-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 167,111 shares
    Change vs previous 13F -4,067 shares

    6.17% of the 13F portfolio, value $13,800,018.

    13F-HR 0001111797-24-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 171,178 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $12,537,067.

    13F-HR 0001085146-23-004123 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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