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Advus Financial Partners, LLC: ITOT position timeline

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

Advus Financial Partners, LLC held 199,788 ITOT shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 199,788 shares
    Change vs previous 13F -6,757 shares

    9.35% of the 13F portfolio, value $32,819,139.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 206,545 shares
    Change vs previous 13F -36,995 shares

    11.14% of the 13F portfolio, value $29,418,188.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 243,540 shares
    Change vs previous 13F +4,739 shares

    13.01% of the 13F portfolio, value $36,211,897.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 238,801 shares
    Change vs previous 13F -5,794 shares

    12.91% of the 13F portfolio, value $34,781,000.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 244,595 shares
    Change vs previous 13F -1,739 shares

    13.04% of the 13F portfolio, value $33,029,780.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 246,334 shares
    Change vs previous 13F -4,214 shares

    12.88% of the 13F portfolio, value $30,055,100.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 250,548 shares
    Change vs previous 13F -4,508 shares

    13.8% of the 13F portfolio, value $32,225,228.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 255,056 shares
    Change vs previous 13F not available

    13.46% of the 13F portfolio, value $32,040,135.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested