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Disclosery

BBR PARTNERS, LLC: ITOT position timeline

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

BBR PARTNERS, LLC held 115,418 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,418 shares
    Change vs previous 13F +10,405 shares

    0.89% of the 13F portfolio, value $18,959,715.

    13F-HR 0001352467-26-000004 filed by BBR PARTNERS, 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 105,013 shares
    Change vs previous 13F +33,728 shares

    0.83% of the 13F portfolio, value $14,957,002.

    13F-HR 0001352467-26-000003 filed by BBR PARTNERS, 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 71,285 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $10,599,367.

    13F-HR 0001352467-26-000001 filed by BBR PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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