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Aletheian Wealth Advisors LLC: ITOT position timeline

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

Aletheian Wealth Advisors LLC held 176,143 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 176,143 shares
    Change vs previous 13F +10,431 shares

    11.76% of the 13F portfolio, value $29,288,976.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 165,712 shares
    Change vs previous 13F +4,376 shares

    11.63% of the 13F portfolio, value $27,221,506.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 161,336 shares
    Change vs previous 13F -17,807 shares

    11.2% of the 13F portfolio, value $22,979,122.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 179,143 shares
    Change vs previous 13F -1,756 shares

    12.13% of the 13F portfolio, value $26,092,161.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 180,899 shares
    Change vs previous 13F +18,652 shares

    12.02% of the 13F portfolio, value $24,428,600.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 162,247 shares
    Change vs previous 13F -14,136 shares

    11.13% of the 13F portfolio, value $19,795,771.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 176,383 shares
    Change vs previous 13F not available

    13.41% of the 13F portfolio, value $22,686,440.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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