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Twelve Points Wealth Management LLC: IOO position timeline

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

Twelve Points Wealth Management LLC held 237,840 IOO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,840 shares
    Change vs previous 13F +36,660 shares

    6.51% of the 13F portfolio, value $32,488,976.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 201,180 shares
    Change vs previous 13F +45,964 shares

    5.35% of the 13F portfolio, value $24,336,722.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 155,216 shares
    Change vs previous 13F +61,210 shares

    4.49% of the 13F portfolio, value $19,939,023.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 94,006 shares
    Change vs previous 13F +56,789 shares

    2.81% of the 13F portfolio, value $11,281,696.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 37,217 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,012,397.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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