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CLARIS ADVISORS, LLC / MO /: ITOT position timeline

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

CLARIS ADVISORS, LLC / MO / held 65,425 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,425 shares
    Change vs previous 13F +15,780 shares

    2.81% of the 13F portfolio, value $10,747,308.

    13F-HR 0001905092-26-000003 filed by CLARIS ADVISORS, LLC / MO /
    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 49,645 shares
    Change vs previous 13F +394 shares

    2.12% of the 13F portfolio, value $7,071,051.

    13F-HR 0001905092-26-000002 filed by CLARIS ADVISORS, LLC / MO /
    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 49,251 shares
    Change vs previous 13F +1,974 shares

    2.23% of the 13F portfolio, value $7,323,045.

    13F-HR 0001905092-26-000001 filed by CLARIS ADVISORS, LLC / MO /
    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 47,277 shares
    Change vs previous 13F +764 shares

    2.22% of the 13F portfolio, value $6,384,266.

    13F-HR 0001905092-25-000006 filed by CLARIS ADVISORS, LLC / MO /
    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 46,513 shares
    Change vs previous 13F -6,028 shares

    2.19% of the 13F portfolio, value $6,281,096.

    13F-HR 0001905092-25-000004 filed by CLARIS ADVISORS, LLC / MO /
    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 52,541 shares
    Change vs previous 13F -888 shares

    2.39% of the 13F portfolio, value $6,410,472.

    13F-HR 0001905092-25-000002 filed by CLARIS ADVISORS, LLC / MO /
    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 53,429 shares
    Change vs previous 13F +4,435 shares

    2.58% of the 13F portfolio, value $6,871,927.

    13F-HR 0001905092-25-000001 filed by CLARIS ADVISORS, LLC / MO /
    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 48,994 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $6,154,662.

    13F-HR 0001905092-24-000005 filed by CLARIS ADVISORS, LLC / MO /
    Filed (acceptance time not in the bulk data set), ingested

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