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Mutual Advisors, LLC: IEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mutual Advisors, LLC on IEO, newest first. How the timeline and the estimate are built.

Mutual Advisors, LLC held 29,704 IEO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,704 shares
    Change vs previous 13F -609 shares

    0.06% of the 13F portfolio, value $3,262,390.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, LLC
    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 30,313 shares
    Change vs previous 13F -475 shares

    0.08% of the 13F portfolio, value $3,786,094.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, LLC
    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 30,788 shares
    Change vs previous 13F -2,809 shares

    0.06% of the 13F portfolio, value $2,748,137.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 33,597 shares
    Change vs previous 13F -5,034 shares

    0.07% of the 13F portfolio, value $3,052,959.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
    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 38,631 shares
    Change vs previous 13F -4,850 shares

    0.09% of the 13F portfolio, value $3,465,586.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
    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 43,481 shares
    Change vs previous 13F -3,913 shares

    0.1% of the 13F portfolio, value $3,609,763.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
    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 47,394 shares
    Change vs previous 13F +2,565 shares

    0.14% of the 13F portfolio, value $4,698,194.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    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 44,829 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,136,796.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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