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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: ITOT position timeline

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

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 103,101 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,101 shares
    Change vs previous 13F +2,827 shares

    2.14% of the 13F portfolio, value $16,936,448.

    13F-HR 0001172661-26-002983 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, 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 100,274 shares
    Change vs previous 13F +2,859 shares

    2.07% of the 13F portfolio, value $14,282,099.

    13F-HR 0001172661-26-001755 filed by BARON SILVER STEVENS FINANCIAL 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 ended2025-12-31
    13F 97,415 shares
    Change vs previous 13F +361 shares

    2.09% of the 13F portfolio, value $14,484,725.

    13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS FINANCIAL 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 97,054 shares
    Change vs previous 13F +1,078 shares

    2.07% of the 13F portfolio, value $14,135,956.

    13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS FINANCIAL 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 95,976 shares
    Change vs previous 13F +6,376 shares

    2.08% of the 13F portfolio, value $12,960,637.

    13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS FINANCIAL 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 89,600 shares
    Change vs previous 13F +6,388 shares

    1.91% of the 13F portfolio, value $10,932,081.

    13F-HR 0001172661-25-001595 filed by BARON SILVER STEVENS FINANCIAL 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 83,212 shares
    Change vs previous 13F +2,470 shares

    1.82% of the 13F portfolio, value $10,702,726.

    13F-HR 0001172661-25-000267 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    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 80,742 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $10,142,841.

    13F-HR 0001172661-24-004381 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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