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Brady Martz Wealth Solutions, LLC: ITOT position timeline

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

Brady Martz Wealth Solutions, LLC held 429,338 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,338 shares
    Change vs previous 13F +13,342 shares

    10.65% of the 13F portfolio, value $70,527,411.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 415,996 shares
    Change vs previous 13F +11,919 shares

    10.1% of the 13F portfolio, value $59,250,247.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 404,077 shares
    Change vs previous 13F +32,423 shares

    10.58% of the 13F portfolio, value $60,082,222.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 371,654 shares
    Change vs previous 13F +20,788 shares

    9.83% of the 13F portfolio, value $54,131,360.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 350,866 shares
    Change vs previous 13F +148,456 shares

    9.17% of the 13F portfolio, value $47,380,915.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 202,410 shares
    Change vs previous 13F +38,132 shares

    5.59% of the 13F portfolio, value $24,696,104.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 164,278 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $21,032,512.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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