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Disclosery

CHAPIN DAVIS, INC.: ITOT position timeline

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

CHAPIN DAVIS, INC. held 5,579 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,579 shares
    Change vs previous 13F -49 shares

    0.18% of the 13F portfolio, value $927,676.

    13F-HR 0001085146-26-000828 filed by CHAPIN DAVIS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,628 shares
    Change vs previous 13F +33 shares

    0.16% of the 13F portfolio, value $924,513.

    13F-HR 0000872098-26-000005 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,595 shares
    Change vs previous 13F +56 shares

    0.18% of the 13F portfolio, value $796,896.

    13F-HR 0000872098-26-000004 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,539 shares
    Change vs previous 13F -24 shares

    0.19% of the 13F portfolio, value $823,595.

    13F-HR 0000872098-26-000001 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,563 shares
    Change vs previous 13F +585 shares

    0.2% of the 13F portfolio, value $810,250.

    13F-HR 0001085146-25-005864 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,978 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $672,229.

    13F-HR 0001085146-25-003790 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,973 shares
    Change vs previous 13F +355 shares

    0.21% of the 13F portfolio, value $606,757.

    13F-HR 0001085146-25-002243 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,618 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $580,114.

    13F-HR 0001085146-25-000364 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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