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Clear Retirement Advice LLC: ITOT position timeline

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

Clear Retirement Advice LLC held 90,621 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,621 shares
    Change vs previous 13F +7,118 shares

    10.19% of the 13F portfolio, value $14,886,387.

    13F-HR 0002112984-26-000003 filed by Clear Retirement Advice 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 83,503 shares
    Change vs previous 13F +1,497 shares

    9.34% of the 13F portfolio, value $11,893,373.

    13F-HR 0002112984-26-000002 filed by Clear Retirement Advice 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 82,006 shares
    Change vs previous 13F not available

    9.56% of the 13F portfolio, value $12,291,805.

    13F-HR 0002112984-26-000001 filed by Clear Retirement Advice LLC
    Filed (acceptance time not in the bulk data set), ingested

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