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Disclosery

Curat Global, LLC: ITOT position timeline

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

Curat Global, LLC held 26,494 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,494 shares
    Change vs previous 13F +1,161 shares

    3.51% of the 13F portfolio, value $4,299,085.

    13F-HR 0002063003-26-000003 filed by Curat Global, 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 25,333 shares
    Change vs previous 13F +172 shares

    3.58% of the 13F portfolio, value $3,630,919.

    13F-HR 0002063003-26-000002 filed by Curat Global, 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 25,161 shares
    Change vs previous 13F +1,710 shares

    4.16% of the 13F portfolio, value $3,741,137.

    13F-HR 0002063003-26-000001 filed by Curat Global, 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 23,451 shares
    Change vs previous 13F +1,556 shares

    3.2% of the 13F portfolio, value $3,414,981.

    13F-HR 0002063003-25-000005 filed by Curat Global, 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/A 21,895 shares
    Change vs previous 13F +12,665 shares

    2.82% of the 13F portfolio, value $2,956,638.

    13F-HR/A 0002063003-25-000003 filed by Curat Global, 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 9,230 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,126,152.

    13F-HR 0002063003-25-000001 filed by Curat Global, LLC
    Filed (acceptance time not in the bulk data set), ingested

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