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Disclosery

Bawa N Mallick Trust: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bawa N Mallick Trust on ITOT, newest first. How the timeline and the estimate are built.

Bawa N Mallick Trust held 11,692 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,692 shares
    Change vs previous 13F +3,092 shares

    0.62% of the 13F portfolio, value $1,920,598.

    13F-HR 0002040013-26-000015 filed by Bawa N Mallick Trust
    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 8,600 shares
    Change vs previous 13F -3,077 shares

    0.5% of the 13F portfolio, value $1,224,898.

    13F-HR 0002040013-26-000012 filed by Bawa N Mallick Trust
    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 11,677 shares
    Change vs previous 13F +10 shares

    0.64% of the 13F portfolio, value $1,736,219.

    13F-HR 0002040013-26-000010 filed by Bawa N Mallick Trust
    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 11,667 shares
    Change vs previous 13F +9 shares

    0.64% of the 13F portfolio, value $1,699,258.

    13F-HR 0002040013-26-000009 filed by Bawa N Mallick Trust
    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 11,658 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,574,296.

    13F-HR 0002040013-26-000008 filed by Bawa N Mallick Trust
    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 11,658 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,422,393.

    13F-HR 0002040013-26-000006 filed by Bawa N Mallick Trust
    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 11,658 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,499,452.

    13F-HR 0002040013-26-000005 filed by Bawa N Mallick Trust
    Filed (acceptance time not in the bulk data set), ingested

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