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Disclosery

BridgePort Financial Solutions, LLC: ITOT position timeline

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

BridgePort Financial Solutions, LLC held 21,454 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 21,454 shares
    Change vs previous 13F -2,525 shares

    0.9% of the 13F portfolio, value $3,524,238.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial 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 23,979 shares
    Change vs previous 13F -1,506 shares

    0.97% of the 13F portfolio, value $3,415,347.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial 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 25,485 shares
    Change vs previous 13F +306 shares

    1.02% of the 13F portfolio, value $3,789,332.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial 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 25,179 shares
    Change vs previous 13F +172 shares

    0.99% of the 13F portfolio, value $3,667,282.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial 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 25,007 shares
    Change vs previous 13F +1,313 shares

    1.12% of the 13F portfolio, value $3,376,956.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial 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 23,694 shares
    Change vs previous 13F +1,770 shares

    1.3% of the 13F portfolio, value $2,890,961.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial 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 21,924 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,806,886.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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