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Aft, Forsyth & Sober, LLC: ITOT position timeline

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

Aft, Forsyth & Sober, LLC held 10,875 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,875 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,548,926.

    13F-HR 0001566801-26-000006 filed by Aft, Forsyth & Sober, 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 10,875 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,548,926.

    13F-HR 0001566801-26-000003 filed by Aft, Forsyth & Sober, 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 10,875 shares
    Change vs previous 13F -1,150 shares

    0.49% of the 13F portfolio, value $1,617,004.

    13F-HR 0001566801-26-000001 filed by Aft, Forsyth & Sober, 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 12,025 shares
    Change vs previous 13F -250 shares

    0.54% of the 13F portfolio, value $1,751,441.

    13F-HR 0001566801-25-000006 filed by Aft, Forsyth & Sober, 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 12,275 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,657,616.

    13F-HR 0001566801-25-000004 filed by Aft, Forsyth & Sober, 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 12,275 shares
    Change vs previous 13F -57,000 shares

    0.52% of the 13F portfolio, value $1,497,673.

    13F-HR 0001566801-25-000002 filed by Aft, Forsyth & Sober, 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 69,275 shares
    Change vs previous 13F -1,300 shares

    2.89% of the 13F portfolio, value $8,910,151.

    13F-HR 0001566801-25-000001 filed by Aft, Forsyth & Sober, 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 70,575 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $8,865,632.

    13F-HR 0001566801-24-000006 filed by Aft, Forsyth & Sober, LLC
    Filed (acceptance time not in the bulk data set), ingested

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