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Aspirean Wealth, LLC: ITOT position timeline

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

Aspirean Wealth, LLC held 244,442 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,442 shares
    Change vs previous 13F +10,685 shares

    37.32% of the 13F portfolio, value $40,154,485.

    13F-HR 0001172661-26-003134 filed by Aspirean 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 233,757 shares
    Change vs previous 13F +4,528 shares

    36.16% of the 13F portfolio, value $33,294,013.

    13F-HR 0001172661-26-001840 filed by Aspirean 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 229,229 shares
    Change vs previous 13F not available

    37.23% of the 13F portfolio, value $34,084,058.

    13F-HR 0001172661-26-001149 filed by Aspirean Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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