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Disclosery

Cosner Financial Group, LLC: ITOT position timeline

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

Cosner Financial Group, LLC held 104,050 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,050 shares
    Change vs previous 13F -35,394 shares

    8.78% of the 13F portfolio, value $17,092,225.

    13F-HR 0001674627-26-000005 filed by Cosner Financial Group, 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 139,444 shares
    Change vs previous 13F -8,104 shares

    10.91% of the 13F portfolio, value $19,861,022.

    13F-HR 0001674627-26-000003 filed by Cosner Financial Group, 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 147,548 shares
    Change vs previous 13F +663 shares

    11.19% of the 13F portfolio, value $21,938,900.

    13F-HR 0001674627-26-000001 filed by Cosner Financial Group, LLC
    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 146,885 shares
    Change vs previous 13F -3,742 shares

    11.5% of the 13F portfolio, value $21,393,853.

    13F-HR 0001674627-25-000008 filed by Cosner Financial Group, LLC
    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 150,627 shares
    Change vs previous 13F -5,415 shares

    11.33% of the 13F portfolio, value $20,340,661.

    13F-HR 0001674627-25-000005 filed by Cosner Financial Group, LLC
    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 156,042 shares
    Change vs previous 13F +1,940 shares

    11.64% of the 13F portfolio, value $19,038,737.

    13F-HR 0001674627-25-000004 filed by Cosner Financial Group, LLC
    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 154,102 shares
    Change vs previous 13F +1,125 shares

    12.56% of the 13F portfolio, value $19,820,554.

    13F-HR 0001674627-25-000002 filed by Cosner Financial Group, LLC
    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 152,977 shares
    Change vs previous 13F not available

    12.39% of the 13F portfolio, value $19,217,006.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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