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Carrera Capital Advisors: ITOT position timeline

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

Carrera Capital Advisors held 25,773 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,773 shares
    Change vs previous 13F +1,313 shares

    0.63% of the 13F portfolio, value $4,233,735.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 24,460 shares
    Change vs previous 13F -1,880 shares

    0.54% of the 13F portfolio, value $3,483,843.

    13F-HR 0002035329-26-000002 filed by Carrera 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 ended2025-12-31
    13F 26,340 shares
    Change vs previous 13F +3,011 shares

    0.66% of the 13F portfolio, value $3,916,425.

    13F-HR 0002035329-26-000001 filed by Carrera 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 ended2025-09-30
    13F 23,329 shares
    Change vs previous 13F +4,468 shares

    0.61% of the 13F portfolio, value $3,397,817.

    13F-HR 0002035329-25-000007 filed by Carrera 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 ended2025-06-30
    13F 18,861 shares
    Change vs previous 13F +3,290 shares

    0.51% of the 13F portfolio, value $2,546,946.

    13F-HR 0002035329-25-000004 filed by Carrera 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 ended2025-03-31
    13F 15,571 shares
    Change vs previous 13F +9,668 shares

    0.42% of the 13F portfolio, value $1,899,824.

    13F-HR 0002035329-25-000002 filed by Carrera 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 ended2024-12-31
    13F 5,903 shares
    Change vs previous 13F +1,257 shares

    0.18% of the 13F portfolio, value $759,237.

    13F-HR 0002035329-25-000001 filed by Carrera 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 ended2024-09-30
    13F 4,646 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $583,580.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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