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DFPG INVESTMENTS, LLC: ITOT position timeline

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

DFPG INVESTMENTS, LLC held 8,799 ITOT shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 8,799 shares
    Change vs previous 13F -3,007 shares

    0.07% of the 13F portfolio, value $910,093.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 11,806 shares
    Change vs previous 13F -887 shares

    0.1% of the 13F portfolio, value $1,121,175.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 12,693 shares
    Change vs previous 13F +9,742 shares

    0.12% of the 13F portfolio, value $1,279,962.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 2,951 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,213.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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