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Bernardo Wealth Planning LLC: ITOT position timeline

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

Bernardo Wealth Planning LLC held 165,672 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,672 shares
    Change vs previous 13F +1,522 shares

    4.65% of the 13F portfolio, value $27,214,886.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 164,150 shares
    Change vs previous 13F +1,923 shares

    4.58% of the 13F portfolio, value $23,379,936.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 162,227 shares
    Change vs previous 13F +2,888 shares

    4.6% of the 13F portfolio, value $24,121,605.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 159,339 shares
    Change vs previous 13F +18,735 shares

    4.55% of the 13F portfolio, value $23,207,653.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 140,604 shares
    Change vs previous 13F +10,472 shares

    4.12% of the 13F portfolio, value $18,987,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 130,132 shares
    Change vs previous 13F +5,534 shares

    3.8% of the 13F portfolio, value $15,877,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 124,598 shares
    Change vs previous 13F +9,853 shares

    3.8% of the 13F portfolio, value $15,883,746.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 114,745 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $14,653,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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