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DOLIVER ADVISORS, LP: ITOT position timeline

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

DOLIVER ADVISORS, LP held 23,945 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,945 shares
    Change vs previous 13F -9,737 shares

    0.87% of the 13F portfolio, value $3,981,575.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,682 shares
    Change vs previous 13F +54 shares

    1.25% of the 13F portfolio, value $5,532,942.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    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 33,628 shares
    Change vs previous 13F -71 shares

    1.09% of the 13F portfolio, value $4,789,636.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    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 33,699 shares
    Change vs previous 13F -371 shares

    1.25% of the 13F portfolio, value $5,010,704.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    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 34,070 shares
    Change vs previous 13F -54 shares

    1.28% of the 13F portfolio, value $4,962,296.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    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 34,124 shares
    Change vs previous 13F -2,345 shares

    1.26% of the 13F portfolio, value $4,608,105.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    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 36,469 shares
    Change vs previous 13F -2,940 shares

    1.25% of the 13F portfolio, value $4,449,583.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    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 39,409 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $5,068,786.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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