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1900 WEALTH MANAGEMENT LLC: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on ITOT, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 94,451 ITOT 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 94,451 shares
    Change vs previous 13F -835 shares

    0.85% of the 13F portfolio, value $15,705,378.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 95,286 shares
    Change vs previous 13F -111 shares

    0.87% of the 13F portfolio, value $15,652,711.

    13F-HR 0001791996-26-000005 filed by 1900 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 ended2026-03-31
    13F 95,397 shares
    Change vs previous 13F -11,004 shares

    0.87% of the 13F portfolio, value $13,587,367.

    13F-HR 0001791996-26-000004 filed by 1900 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 ended2025-12-31
    13F 106,401 shares
    Change vs previous 13F -1,163 shares

    1.01% of the 13F portfolio, value $15,820,794.

    13F-HR 0001791996-26-000001 filed by 1900 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 ended2025-09-30
    13F 107,564 shares
    Change vs previous 13F -2,857 shares

    1.06% of the 13F portfolio, value $15,666,647.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT 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 110,421 shares
    Change vs previous 13F -1,150 shares

    1.13% of the 13F portfolio, value $14,911,192.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 111,571 shares
    Change vs previous 13F -7,952 shares

    1.13% of the 13F portfolio, value $13,612,832.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 119,523 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $15,373,085.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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