Skip to content
Disclosery

Aegis Wealth Management LLC: ITOT position timeline

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

Aegis Wealth Management LLC held 47,167 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,167 shares
    Change vs previous 13F 0 shares

    3.64% of the 13F portfolio, value $7,748,123.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management 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 47,167 shares
    Change vs previous 13F 0 shares

    3.84% of the 13F portfolio, value $6,717,996.

    13F-HR 0001628818-26-000003 filed by Aegis 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 ended2025-12-31
    13F 47,167 shares
    Change vs previous 13F 0 shares

    3.96% of the 13F portfolio, value $7,013,262.

    13F-HR 0001628818-26-000001 filed by Aegis 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 ended2025-09-30
    13F 47,167 shares
    Change vs previous 13F 0 shares

    3.68% of the 13F portfolio, value $6,869,874.

    13F-HR 0001628818-25-000004 filed by Aegis 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 ended2025-06-30
    13F 47,167 shares
    Change vs previous 13F 0 shares

    3.45% of the 13F portfolio, value $5,754,846.

    13F-HR 0001085146-25-004679 filed by Aegis 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 ended2025-03-31
    13F 47,167 shares
    Change vs previous 13F -351 shares

    3.38% of the 13F portfolio, value $5,754,846.

    13F-HR 0001085146-25-002751 filed by Aegis 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 ended2024-12-31
    13F 47,518 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $6,111,766.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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