Skip to content
Disclosery

Canvas Wealth Advisors, LLC: ITOT position timeline

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

Canvas Wealth Advisors, LLC held 192,444 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,444 shares
    Change vs previous 13F +7,220 shares

    4.41% of the 13F portfolio, value $31,612,767.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, 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 185,224 shares
    Change vs previous 13F +12,034 shares

    4.49% of the 13F portfolio, value $26,381,476.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, 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 173,190 shares
    Change vs previous 13F +2,792 shares

    4.37% of the 13F portfolio, value $25,751,602.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, 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 170,398 shares
    Change vs previous 13F +6,137 shares

    4.54% of the 13F portfolio, value $24,961,599.

    13F-HR 0001858782-25-000005 filed by Canvas Wealth Advisors, 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 164,261 shares
    Change vs previous 13F +6,857 shares

    4.51% of the 13F portfolio, value $22,878,300.

    13F-HR 0001085146-25-004300 filed by Canvas Wealth Advisors, 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 157,404 shares
    Change vs previous 13F +16,654 shares

    4.65% of the 13F portfolio, value $18,093,610.

    13F-HR 0001085146-25-002312 filed by Canvas Wealth Advisors, 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 140,750 shares
    Change vs previous 13F +5,743 shares

    4.54% of the 13F portfolio, value $18,103,273.

    13F-HR 0001085146-25-000566 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 135,007 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $16,959,623.

    13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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