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DAVIDSON INVESTMENT ADVISORS: ITOT position timeline

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

DAVIDSON INVESTMENT ADVISORS held 49,458 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,458 shares
    Change vs previous 13F -816 shares

    0.33% of the 13F portfolio, value $8,124,526.

    13F-HR 0001140771-26-000005 filed by DAVIDSON INVESTMENT ADVISORS
    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/A 50,274 shares
    Change vs previous 13F -3 shares

    0.31% of the 13F portfolio, value $7,160,578.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON INVESTMENT ADVISORS
    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 50,277 shares
    Change vs previous 13F +81 shares

    0.31% of the 13F portfolio, value $7,475,639.

    13F-HR 0001140771-26-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 50,196 shares
    Change vs previous 13F -409 shares

    0.31% of the 13F portfolio, value $7,311,001.

    13F-HR 0001140771-25-000008 filed by DAVIDSON INVESTMENT ADVISORS
    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 50,605 shares
    Change vs previous 13F -211 shares

    0.31% of the 13F portfolio, value $6,833,656.

    13F-HR 0001140771-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 50,816 shares
    Change vs previous 13F +2,535 shares

    0.31% of the 13F portfolio, value $6,200,021.

    13F-HR 0001140771-25-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 48,281 shares
    Change vs previous 13F +672 shares

    0.3% of the 13F portfolio, value $6,209,902.

    13F-HR 0001080107-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 47,609 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,980,643.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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