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LongView Wealth Management: IOO position timeline

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

LongView Wealth Management held 3,394 IOO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,394 shares
    Change vs previous 13F +13 shares

    0.12% of the 13F portfolio, value $463,580.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 3,381 shares
    Change vs previous 13F -61 shares

    0.11% of the 13F portfolio, value $440,149.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 3,442 shares
    Change vs previous 13F +77 shares

    0.11% of the 13F portfolio, value $443,832.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 3,365 shares
    Change vs previous 13F +170 shares

    0.11% of the 13F portfolio, value $403,813.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 3,195 shares
    Change vs previous 13F +398 shares

    0.1% of the 13F portfolio, value $344,434.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 2,797 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $269,323.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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