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Disclosery

Cohalo Advisory LLC: ITOT position timeline

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

Cohalo Advisory LLC held 1,219 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,219 shares
    Change vs previous 13F +1,219 shares

    12.12% of the 13F portfolio, value $200,406.

    13F-HR 0002056438-26-000004 filed by Cohalo Advisory 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 0 shares
    Change vs previous 13F -1,220 shares

    13F-HR 0002056438-25-000004 filed by Cohalo Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 1,220 shares
    Change vs previous 13F not available

    10.99% of the 13F portfolio, value $148,855.

    13F-HR 0002056438-25-000003 filed by Cohalo Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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