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Disclosery

COFG Advisors, LLC: ITOT position timeline

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

COFG Advisors, LLC held 1,565 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,565 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $257,029.

    13F-HR 0001951757-26-001267 filed by COFG 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 1,561 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $222,288.

    13F-HR 0001951757-26-000816 filed by COFG 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 1,557 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $231,530.

    13F-HR 0001951757-26-000404 filed by COFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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