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Accredited Investors Inc.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Investors Inc. on ITOT, newest first. How the timeline and the estimate are built.

Accredited Investors Inc. held 16,910 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,910 shares
    Change vs previous 13F +1,357 shares

    0.12% of the 13F portfolio, value $2,777,785.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 15,553 shares
    Change vs previous 13F +148 shares

    0.12% of the 13F portfolio, value $2,215,249.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 15,405 shares
    Change vs previous 13F -621 shares

    0.12% of the 13F portfolio, value $2,290,557.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 16,026 shares
    Change vs previous 13F -493 shares

    0.13% of the 13F portfolio, value $2,334,119.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    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 16,519 shares
    Change vs previous 13F -368 shares

    0.13% of the 13F portfolio, value $2,230,676.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    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 16,887 shares
    Change vs previous 13F -466 shares

    0.13% of the 13F portfolio, value $2,060,340.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    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 17,353 shares
    Change vs previous 13F -95 shares

    0.13% of the 13F portfolio, value $2,231,907.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    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 17,448 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,191,826.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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