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Astoria Strategic Wealth, Inc.: ITOT position timeline

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

Astoria Strategic Wealth, Inc. held 156,723 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,723 shares
    Change vs previous 13F -4,260 shares

    5.88% of the 13F portfolio, value $25,744,887.

    13F-HR 0001777914-26-000005 filed by Astoria Strategic Wealth, Inc.
    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 160,983 shares
    Change vs previous 13F -2,387 shares

    5.82% of the 13F portfolio, value $22,928,809.

    13F-HR 0001777914-26-000004 filed by Astoria Strategic Wealth, Inc.
    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 163,370 shares
    Change vs previous 13F -23,425 shares

    6.11% of the 13F portfolio, value $24,291,485.

    13F-HR 0001777914-26-000001 filed by Astoria Strategic Wealth, Inc.
    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 186,795 shares
    Change vs previous 13F -12,356 shares

    6.88% of the 13F portfolio, value $27,206,692.

    13F-HR 0001777914-25-000007 filed by Astoria Strategic Wealth, Inc.
    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 199,151 shares
    Change vs previous 13F +14,669 shares

    7.27% of the 13F portfolio, value $26,893,351.

    13F-HR 0001777914-25-000004 filed by Astoria Strategic Wealth, Inc.
    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 184,482 shares
    Change vs previous 13F +3,178 shares

    6.62% of the 13F portfolio, value $22,508,649.

    13F-HR 0001777914-25-000003 filed by Astoria Strategic Wealth, Inc.
    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 181,304 shares
    Change vs previous 13F -7,691 shares

    6.94% of the 13F portfolio, value $23,319,320.

    13F-HR 0001777914-25-000002 filed by Astoria Strategic Wealth, Inc.
    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 188,995 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $23,741,552.

    13F-HR 0001777914-24-000007 filed by Astoria Strategic Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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