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Disclosery

WEALTHGARDEN F.S. LLC: IOCT position timeline

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

WEALTHGARDEN F.S. LLC held 26,340 IOCT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,340 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $974,334.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 26,340 shares
    Change vs previous 13F -92 shares

    0.63% of the 13F portfolio, value $923,234.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 26,432 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $943,904.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 26,432 shares
    Change vs previous 13F +12,581 shares

    0.65% of the 13F portfolio, value $911,090.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 13,851 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $447,249.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 13,851 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $424,533.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 13,851 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $405,883.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 13,851 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $426,403.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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