Capital Market Strategies LLC: ITOT position timeline

Capital Market Strategies LLC held 18,712 ITOT shares at 2025-06-30 per its 13F-HR filed 2025-07-02.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 18,712 shares

   Change vs previous 13F -5,118 shares

   1.76% of the 13F portfolio, value $2,526,888.

   13F-HR 0001810158-25-000004 filed by Capital Market Strategies LLC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 23,830 shares

   Change vs previous 13F -2,425 shares

   1.94% of the 13F portfolio, value $2,907,444.

   13F-HR 0001810158-25-000002 filed by Capital Market Strategies LLC
   Filed 2025-04-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 26,255 shares

   Change vs previous 13F -156 shares

   1.94% of the 13F portfolio, value $3,376,938.

   13F-HR 0001810158-25-000001 filed by Capital Market Strategies LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 26,411 shares

   Change vs previous 13F +201 shares

   2% of the 13F portfolio, value $3,317,790.

   13F-HR 0001810158-24-000004 filed by Capital Market Strategies LLC
   Filed 2024-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 26,210 shares

   Change vs previous 13F -138 shares

   1.97% of the 13F portfolio, value $3,113,277.

   13F-HR 0001810158-24-000003 filed by Capital Market Strategies LLC
   Filed 2024-07-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 26,348 shares

   Change vs previous 13F -202 shares

   2.31% of the 13F portfolio, value $3,037,925.

   13F-HR 0001810158-24-000002 filed by Capital Market Strategies LLC
   Filed 2024-04-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 26,550 shares

   Change vs previous 13F -367 shares

   2.44% of the 13F portfolio, value $2,793,908.

   13F-HR 0001810158-24-000001 filed by Capital Market Strategies LLC
   Filed 2024-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 26,917 shares

   Change vs previous 13F not available

   2.49% of the 13F portfolio, value $2,494,700.

   13F-HR 0001810158-23-000004 filed by Capital Market Strategies LLC
   Filed 2023-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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