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BostonPremier Wealth LLC: ITOT position timeline

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

BostonPremier Wealth LLC held 1,696 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,696 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $278,586.

    13F-HR 0001951757-26-001040 filed by BostonPremier Wealth 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 1,692 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $240,931.

    13F-HR 0001951757-26-000580 filed by BostonPremier Wealth 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 1,688 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $250,949.

    13F-HR 0001951757-26-000058 filed by BostonPremier Wealth 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 1,682 shares
    Change vs previous 13F -46 shares

    0.12% of the 13F portfolio, value $245,011.

    13F-HR 0001951757-25-001213 filed by BostonPremier Wealth 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 1,728 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $233,404.

    13F-HR 0001951757-25-000838 filed by BostonPremier Wealth 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 1,723 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $210,262.

    13F-HR 0001951757-25-000387 filed by BostonPremier Wealth 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 1,718 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $221,012.

    13F-HR 0001951757-25-000140 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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