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Disclosery

Csenge Advisory Group: ITOT position timeline

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

Csenge Advisory Group held 16,489 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 16,489 shares
    Change vs previous 13F +138 shares

    0.11% of the 13F portfolio, value $2,708,686.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 16,351 shares
    Change vs previous 13F +461 shares

    0.11% of the 13F portfolio, value $2,328,835.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 15,890 shares
    Change vs previous 13F -37 shares

    0.11% of the 13F portfolio, value $2,362,740.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 15,927 shares
    Change vs previous 13F -318 shares

    0.11% of the 13F portfolio, value $2,319,839.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 16,245 shares
    Change vs previous 13F -3,132 shares

    0.11% of the 13F portfolio, value $2,090,687.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 19,377 shares
    Change vs previous 13F +9,844 shares

    0.13% of the 13F portfolio, value $2,224,678.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 9,533 shares
    Change vs previous 13F +1,444 shares

    0.07% of the 13F portfolio, value $1,226,152.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 8,089 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,026,675.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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