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WOOSTER CORTHELL WEALTH MANAGEMENT, INC.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOOSTER CORTHELL WEALTH MANAGEMENT, INC. on ITOT, newest first. How the timeline and the estimate are built.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 327,410 ITOT shares at 2025-06-30 per its 13F-HR filed 2025-07-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 327,410 shares
    Change vs previous 13F +1,821 shares

    8.19% of the 13F portfolio, value $44,213,491.

    13F-HR 0001085146-25-003789 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 325,589 shares
    Change vs previous 13F +5,106 shares

    8.13% of the 13F portfolio, value $39,725,135.

    13F-HR 0001085146-25-002750 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 320,483 shares
    Change vs previous 13F -9,910 shares

    8.97% of the 13F portfolio, value $41,220,569.

    13F-HR 0001085146-25-000265 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 330,393 shares
    Change vs previous 13F -1,700 shares

    8.85% of the 13F portfolio, value $41,503,977.

    13F-HR 0001085146-24-005037 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 332,093 shares
    Change vs previous 13F -2,912 shares

    8.93% of the 13F portfolio, value $39,445,957.

    13F-HR 0001085146-24-003217 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 335,005 shares
    Change vs previous 13F -7,530 shares

    8.84% of the 13F portfolio, value $38,626,077.

    13F-HR 0001085146-24-002107 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 342,535 shares
    Change vs previous 13F -2,628 shares

    8.68% of the 13F portfolio, value $36,044,958.

    13F-HR 0001085146-24-000280 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 345,163 shares
    Change vs previous 13F not available

    8.59% of the 13F portfolio, value $32,510,903.

    13F-HR 0001085146-23-003972 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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