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BCGM Wealth Management, LLC: ITOT position timeline

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

BCGM Wealth Management, LLC held 220,096 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,096 shares
    Change vs previous 13F +94,527 shares

    7.64% of the 13F portfolio, value $36,155,108.

    13F-HR 0001765380-26-000268 filed by BCGM Wealth Management, 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 125,569 shares
    Change vs previous 13F +13,070 shares

    4.49% of the 13F portfolio, value $17,884,841.

    13F-HR 0001765380-26-000167 filed by BCGM Wealth Management, 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 112,499 shares
    Change vs previous 13F -2,743 shares

    4.27% of the 13F portfolio, value $16,727,461.

    13F-HR 0001830467-26-000001 filed by BCGM Wealth Management, 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 115,242 shares
    Change vs previous 13F -635 shares

    4.37% of the 13F portfolio, value $16,785,059.

    13F-HR 0001830467-25-000003 filed by BCGM Wealth Management, 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 115,877 shares
    Change vs previous 13F -124,118 shares

    4.41% of the 13F portfolio, value $15,648,091.

    13F-HR 0001765380-25-000283 filed by BCGM Wealth Management, 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 239,995 shares
    Change vs previous 13F +45,889 shares

    9% of the 13F portfolio, value $29,281,840.

    13F-HR 0001765380-25-000194 filed by BCGM Wealth Management, 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 194,106 shares
    Change vs previous 13F +8,960 shares

    7.92% of the 13F portfolio, value $24,965,940.

    13F-HR 0001765380-25-000033 filed by BCGM Wealth Management, 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 185,146 shares
    Change vs previous 13F not available

    7.54% of the 13F portfolio, value $23,258,033.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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