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Certus Wealth Management, LLC: ITOT position timeline

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

Certus Wealth Management, LLC held 55,420 ITOT shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 55,420 shares
    Change vs previous 13F -879 shares

    4.83% of the 13F portfolio, value $8,071,923.

    13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 56,299 shares
    Change vs previous 13F -1,447 shares

    4.9% of the 13F portfolio, value $7,602,617.

    13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 57,746 shares
    Change vs previous 13F -1,385 shares

    5% of the 13F portfolio, value $7,362,038.

    13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 59,131 shares
    Change vs previous 13F +2,097 shares

    5.27% of the 13F portfolio, value $7,867,380.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 57,034 shares
    Change vs previous 13F -32,138 shares

    4.99% of the 13F portfolio, value $7,164,611.

    13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 89,172 shares
    Change vs previous 13F -5,531 shares

    8.04% of the 13F portfolio, value $10,591,850.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 94,703 shares
    Change vs previous 13F -149 shares

    8.48% of the 13F portfolio, value $10,651,246.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 94,852 shares
    Change vs previous 13F not available

    8.47% of the 13F portfolio, value $9,981,276.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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