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Disclosery

Beacon Financial Advisory LLC: ITOT position timeline

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

Beacon Financial Advisory LLC held 11,220 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,220 shares
    Change vs previous 13F -413 shares

    0.36% of the 13F portfolio, value $1,843,171.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 11,633 shares
    Change vs previous 13F +93 shares

    0.37% of the 13F portfolio, value $1,656,902.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 11,540 shares
    Change vs previous 13F -145 shares

    0.4% of the 13F portfolio, value $1,715,860.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 11,685 shares
    Change vs previous 13F -449 shares

    0.39% of the 13F portfolio, value $1,701,993.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 12,134 shares
    Change vs previous 13F +506 shares

    0.42% of the 13F portfolio, value $1,638,602.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 11,628 shares
    Change vs previous 13F +394 shares

    0.43% of the 13F portfolio, value $1,418,771.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 11,234 shares
    Change vs previous 13F -49 shares

    0.47% of the 13F portfolio, value $1,444,861.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 11,283 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,417,393.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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