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Disclosery

Scott Capital Advisors, LLC: O position timeline

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

Scott Capital Advisors, LLC held 14,796 O shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,796 shares
    Change vs previous 13F +1,394 shares

    0.11% of the 13F portfolio, value $789,365.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,402 shares
    Change vs previous 13F +1,449 shares

    0.13% of the 13F portfolio, value $830,405.

    13F-HR 0001905673-26-000003 filed by Scott Capital 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 ended2026-03-31
    13F 11,953 shares
    Change vs previous 13F +902 shares

    0.15% of the 13F portfolio, value $761,996.

    13F-HR 0001905673-26-000002 filed by Scott Capital 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 ended2025-12-31
    13F 11,051 shares
    Change vs previous 13F +3,055 shares

    0.14% of the 13F portfolio, value $622,942.

    13F-HR 0001905673-26-000001 filed by Scott Capital 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 ended2025-09-30
    13F 7,996 shares
    Change vs previous 13F +4,049 shares

    0.11% of the 13F portfolio, value $471,816.

    13F-HR 0001905673-25-000003 filed by Scott Capital 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 ended2025-06-30
    13F 3,947 shares
    Change vs previous 13F +3,947 shares

    0.06% of the 13F portfolio, value $224,651.

    13F-HR 0001085146-25-003768 filed by Scott Capital 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.