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Aerodigm Wealth, LLC: ITOT position timeline

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

Aerodigm Wealth, LLC held 224,371 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,371 shares
    Change vs previous 13F +8,075 shares

    12.47% of the 13F portfolio, value $36,857,475.

    13F-HR 0001725547-26-000268 filed by Aerodigm Wealth, 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 216,296 shares
    Change vs previous 13F +5,991 shares

    11.59% of the 13F portfolio, value $30,807,017.

    13F-HR 0001725547-26-000146 filed by Aerodigm Wealth, 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/A 210,305 shares
    Change vs previous 13F +7,610 shares

    12.07% of the 13F portfolio, value $31,270,211.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm Wealth, 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 202,695 shares
    Change vs previous 13F +9,795 shares

    12.47% of the 13F portfolio, value $29,627,880.

    13F-HR 0001725547-25-004217 filed by Aerodigm Wealth, 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 192,900 shares
    Change vs previous 13F +23,862 shares

    12.51% of the 13F portfolio, value $26,049,213.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, 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 169,038 shares
    Change vs previous 13F -9,861 shares

    11.5% of the 13F portfolio, value $20,624,375.

    13F-HR 0001725547-25-002048 filed by Aerodigm Wealth, 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 178,899 shares
    Change vs previous 13F -164 shares

    13.75% of the 13F portfolio, value $23,009,969.

    13F-HR 0001725547-25-000363 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 179,063 shares
    Change vs previous 13F not available

    14.22% of the 13F portfolio, value $22,493,919.

    13F-HR 0001725547-24-006349 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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