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DKM Wealth Management, Inc.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DKM Wealth Management, Inc. on ITOT, newest first. How the timeline and the estimate are built.

DKM Wealth Management, Inc. held 50,917 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,917 shares
    Change vs previous 13F +2,523 shares

    5.36% of the 13F portfolio, value $8,466,493.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,394 shares
    Change vs previous 13F -753 shares

    5.2% of the 13F portfolio, value $7,949,640.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 49,147 shares
    Change vs previous 13F +578 shares

    5.05% of the 13F portfolio, value $6,999,963.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,569 shares
    Change vs previous 13F -772 shares

    5.39% of the 13F portfolio, value $7,221,672.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,341 shares
    Change vs previous 13F -814 shares

    5.77% of the 13F portfolio, value $7,186,455.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 50,155 shares
    Change vs previous 13F -605 shares

    5.84% of the 13F portfolio, value $6,772,881.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 50,760 shares
    Change vs previous 13F +1,969 shares

    6.01% of the 13F portfolio, value $6,193,283.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 48,791 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $6,275,550.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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