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A&I FINANCIAL SERVICES, LLC: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on ITOT, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 55,085 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,085 shares
    Change vs previous 13F -803 shares

    3.94% of the 13F portfolio, value $9,048,813.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, 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 55,888 shares
    Change vs previous 13F -3,777 shares

    3.77% of the 13F portfolio, value $7,960,128.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, 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 59,665 shares
    Change vs previous 13F +2,320 shares

    4.21% of the 13F portfolio, value $8,871,589.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, 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 57,345 shares
    Change vs previous 13F +2,026 shares

    4.09% of the 13F portfolio, value $8,382,119.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, 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 55,319 shares
    Change vs previous 13F +595 shares

    4.22% of the 13F portfolio, value $7,470,278.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, 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 54,724 shares
    Change vs previous 13F -1,103 shares

    4.52% of the 13F portfolio, value $6,676,875.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, 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 55,827 shares
    Change vs previous 13F not available

    7% of the 13F portfolio, value $7,180,469.

    13F-HR 0001085146-25-000813 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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