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Disclosery

Downshift Financial, LLC: ITOT position timeline

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

Downshift Financial, LLC held 6,298 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,298 shares
    Change vs previous 13F +2 shares

    0.47% of the 13F portfolio, value $1,034,603.

    13F-HR 0002118380-26-000003 filed by Downshift Financial, 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 6,296 shares
    Change vs previous 13F +37 shares

    0.51% of the 13F portfolio, value $977,904.

    13F-HR 0002118380-26-000002 filed by Downshift Financial, 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 6,259 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $924,958.

    13F-HR 0002118380-26-000001 filed by Downshift Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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