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Disclosery

Cadia Private Client LLC: ITOT position timeline

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

Cadia Private Client LLC held 56,729 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,729 shares
    Change vs previous 13F -6,176 shares

    6.69% of the 13F portfolio, value $9,318,894.

    13F-HR 0001951757-26-001217 filed by Cadia Private Client 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 62,905 shares
    Change vs previous 13F -4,488 shares

    7.27% of the 13F portfolio, value $8,959,545.

    13F-HR 0001951757-26-000888 filed by Cadia Private Client 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 67,393 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $10,020,693.

    13F-HR 0001951757-26-000887 filed by Cadia Private Client LLC
    Filed (acceptance time not in the bulk data set), ingested

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