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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors on ITOT, newest first. How the timeline and the estimate are built.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 1,403 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,403 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $233,315.

    13F-HR 0001172661-26-004524 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,399 shares
    Change vs previous 13F -4,237 shares

    0.01% of the 13F portfolio, value $229,866.

    13F-HR 0001172661-26-002704 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,636 shares
    Change vs previous 13F +219 shares

    0.05% of the 13F portfolio, value $802,672.

    13F-HR 0001172661-26-001426 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,417 shares
    Change vs previous 13F +3,508 shares

    0.05% of the 13F portfolio, value $805,394.

    13F-HR 0001172661-26-000223 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,909 shares
    Change vs previous 13F -2,298 shares

    0.02% of the 13F portfolio, value $278,057.

    13F-HR 0001172661-25-004339 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 4,207 shares
    Change vs previous 13F +777 shares

    0.04% of the 13F portfolio, value $568,080.

    13F-HR/A 0001172661-25-004544 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,430 shares
    Change vs previous 13F +1,062 shares

    0.03% of the 13F portfolio, value $419,936.

    13F-HR 0001172661-25-001702 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 2,368 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $304,418.

    13F-HR/A 0001172661-25-000452 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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