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Disclosery

Dorsey & Whitney Trust CO LLC: ITOT position timeline

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

Dorsey & Whitney Trust CO LLC held 29,926 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,926 shares
    Change vs previous 13F +3,249 shares

    0.24% of the 13F portfolio, value $4,915,944.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust CO 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 26,677 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $3,799,605.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust CO 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 26,677 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $3,966,603.

    13F-HR 0001062993-26-000798 filed by Dorsey & Whitney Trust CO 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 26,677 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $3,885,505.

    13F-HR 0001062993-25-016736 filed by Dorsey & Whitney Trust CO 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 26,677 shares
    Change vs previous 13F +1,025 shares

    0.19% of the 13F portfolio, value $3,602,462.

    13F-HR 0001062993-25-014027 filed by Dorsey & Whitney Trust CO 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 25,652 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,129,801.

    13F-HR 0001062993-25-009319 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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