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Disclosery

Avalon Advisory Group: ITOT position timeline

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

Avalon Advisory Group held 50,544 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,544 shares
    Change vs previous 13F -250 shares

    3.07% of the 13F portfolio, value $8,302,863.

    13F-HR 0001802119-26-000003 filed by Avalon Advisory Group
    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 50,794 shares
    Change vs previous 13F -471 shares

    2.92% of the 13F portfolio, value $7,234,589.

    13F-HR 0001802119-26-000002 filed by Avalon Advisory Group
    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 51,265 shares
    Change vs previous 13F -7,162 shares

    3.11% of the 13F portfolio, value $7,622,593.

    13F-HR 0001802119-26-000001 filed by Avalon Advisory Group
    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 58,427 shares
    Change vs previous 13F -63 shares

    3.45% of the 13F portfolio, value $8,509,893.

    13F-HR 0001802119-25-000004 filed by Avalon Advisory Group
    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 58,490 shares
    Change vs previous 13F +2,099 shares

    3.39% of the 13F portfolio, value $7,898,490.

    13F-HR 0001172661-25-002583 filed by Avalon Advisory Group
    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 56,391 shares
    Change vs previous 13F +10,149 shares

    3.24% of the 13F portfolio, value $6,880,266.

    13F-HR 0001172661-25-001858 filed by Avalon Advisory Group
    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 46,242 shares
    Change vs previous 13F -4,052 shares

    2.72% of the 13F portfolio, value $5,947,646.

    13F-HR 0001172661-25-000197 filed by Avalon Advisory Group
    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 50,294 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $6,317,932.

    13F-HR 0001172661-24-004842 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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