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Disclosery

WPWealth LLP: IOCT position timeline

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

WPWealth LLP held 54,176 IOCT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,176 shares
    Change vs previous 13F -12,421 shares

    0.3% of the 13F portfolio, value $2,003,970.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 66,597 shares
    Change vs previous 13F -138 shares

    0.36% of the 13F portfolio, value $2,334,225.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 66,735 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,326,382.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 66,735 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $2,280,335.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 66,735 shares
    Change vs previous 13F -1,741 shares

    0.4% of the 13F portfolio, value $2,193,820.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 68,476 shares
    Change vs previous 13F -555 shares

    0.41% of the 13F portfolio, value $2,098,789.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 69,031 shares
    Change vs previous 13F -47,670 shares

    0.41% of the 13F portfolio, value $2,022,850.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 116,701 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,592,640.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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