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Blue Fin Capital, Inc.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Fin Capital, Inc. on ITOT, newest first. How the timeline and the estimate are built.

Blue Fin Capital, Inc. held 36,793 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 36,793 shares
    Change vs previous 13F +2,728 shares

    0.87% of the 13F portfolio, value $6,043,985.

    13F-HR 0001172661-26-003030 filed by Blue Fin Capital, Inc.
    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 34,065 shares
    Change vs previous 13F +4,981 shares

    0.8% of the 13F portfolio, value $4,852,020.

    13F-HR 0001172661-26-002442 filed by Blue Fin Capital, Inc.
    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 29,084 shares
    Change vs previous 13F +3,548 shares

    0.67% of the 13F portfolio, value $4,324,499.

    13F-HR 0001172661-26-000289 filed by Blue Fin Capital, Inc.
    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 25,536 shares
    Change vs previous 13F +3,838 shares

    0.58% of the 13F portfolio, value $3,719,318.

    13F-HR 0001172661-25-005216 filed by Blue Fin Capital, Inc.
    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 21,698 shares
    Change vs previous 13F +6,081 shares

    0.5% of the 13F portfolio, value $2,930,098.

    13F-HR 0001172661-25-003106 filed by Blue Fin Capital, Inc.
    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 15,617 shares
    Change vs previous 13F +1,507 shares

    0.37% of the 13F portfolio, value $1,905,430.

    13F-HR 0001172661-25-005215 filed by Blue Fin Capital, Inc.
    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 14,110 shares
    Change vs previous 13F +61 shares

    0.33% of the 13F portfolio, value $1,814,903.

    13F-HR 0001172661-25-001324 filed by Blue Fin Capital, Inc.
    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 14,049 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,764,926.

    13F-HR 0001172661-24-004464 filed by Blue Fin Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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