Skip to content
Disclosery

Centerpoint Advisors, LLC: ITOT position timeline

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

Centerpoint Advisors, LLC held 13,452 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,452 shares
    Change vs previous 13F -3,502 shares

    0.63% of the 13F portfolio, value $2,210,000.

    13F-HR 0001733788-26-000005 filed by Centerpoint 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 16,954 shares
    Change vs previous 13F +1 shares

    0.79% of the 13F portfolio, value $2,415,000.

    13F-HR 0001733788-26-000003 filed by Centerpoint 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 16,953 shares
    Change vs previous 13F +711 shares

    0.78% of the 13F portfolio, value $2,521,000.

    13F-HR 0001733788-26-000001 filed by Centerpoint 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 16,242 shares
    Change vs previous 13F +12 shares

    0.73% of the 13F portfolio, value $2,366,000.

    13F-HR 0001733788-25-000006 filed by Centerpoint 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 16,230 shares
    Change vs previous 13F +1,267 shares

    0.74% of the 13F portfolio, value $2,192,000.

    13F-HR 0001733788-25-000004 filed by Centerpoint 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 14,963 shares
    Change vs previous 13F +282 shares

    0.67% of the 13F portfolio, value $1,826,000.

    13F-HR 0001733788-25-000003 filed by Centerpoint 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 14,681 shares
    Change vs previous 13F +504 shares

    0.66% of the 13F portfolio, value $1,888,000.

    13F-HR 0001733788-25-000001 filed by Centerpoint 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 14,177 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,781,000.

    13F-HR 0001733788-24-000007 filed by Centerpoint Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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