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Trust Investment Advisors: O position timeline

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

Trust Investment Advisors held 20,504 O shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,504 shares
    Change vs previous 13F +32 shares

    0.61% of the 13F portfolio, value $1,270,422.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    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 20,472 shares
    Change vs previous 13F -2,794 shares

    0.73% of the 13F portfolio, value $1,252,505.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    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 23,266 shares
    Change vs previous 13F +178 shares

    0.7% of the 13F portfolio, value $1,311,496.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    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 23,088 shares
    Change vs previous 13F +634 shares

    0.79% of the 13F portfolio, value $1,403,512.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 22,454 shares
    Change vs previous 13F -314 shares

    0.79% of the 13F portfolio, value $1,293,549.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    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 22,768 shares
    Change vs previous 13F +843 shares

    0.85% of the 13F portfolio, value $1,320,765.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    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 21,925 shares
    Change vs previous 13F +2,071 shares

    0.75% of the 13F portfolio, value $1,171,036.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    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 19,854 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,259,144.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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