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DAYMARK WEALTH PARTNERS, LLC: ITOT position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 8,568 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,568 shares
    Change vs previous 13F +2,541 shares

    0.03% of the 13F portfolio, value $1,407,386.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 6,027 shares
    Change vs previous 13F -2,376 shares

    0.03% of the 13F portfolio, value $858,457.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 8,403 shares
    Change vs previous 13F -950 shares

    0.04% of the 13F portfolio, value $1,249,370.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 9,353 shares
    Change vs previous 13F +1,847 shares

    0.05% of the 13F portfolio, value $1,362,303.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 7,506 shares
    Change vs previous 13F -762 shares

    0.04% of the 13F portfolio, value $1,013,675.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, 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/A 8,268 shares
    Change vs previous 13F -894 shares

    0.04% of the 13F portfolio, value $1,008,837.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, 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/A 9,162 shares
    Change vs previous 13F -3,510 shares

    0.05% of the 13F portfolio, value $1,178,430.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, 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 12,672 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,591,817.

    13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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