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Coquina Private Wealth LLC: ITOT position timeline

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

Coquina Private Wealth LLC held 235,715 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,715 shares
    Change vs previous 13F +9,712 shares

    26.29% of the 13F portfolio, value $38,720,873.

    13F-HR 0002063364-26-000230 filed by Coquina Private Wealth 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 226,003 shares
    Change vs previous 13F +6,983 shares

    25.89% of the 13F portfolio, value $32,189,606.

    13F-HR 0002063364-26-000147 filed by Coquina Private Wealth 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 219,020 shares
    Change vs previous 13F not available

    26.1% of the 13F portfolio, value $32,566,089.

    13F-HR 0002063364-26-000040 filed by Coquina Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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