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DURANTE & WATERS, LLC: ITOT position timeline

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

DURANTE & WATERS, LLC held 170,830 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,830 shares
    Change vs previous 13F -11,355 shares

    18.39% of the 13F portfolio, value $28,062,223.

    13F-HR 0001666582-26-000003 filed by DURANTE & WATERS, 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 182,185 shares
    Change vs previous 13F -1,720 shares

    18.78% of the 13F portfolio, value $25,948,597.

    13F-HR 0001666582-26-000002 filed by DURANTE & WATERS, 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 183,905 shares
    Change vs previous 13F +4,095 shares

    19.07% of the 13F portfolio, value $27,344,806.

    13F-HR 0001666582-26-000001 filed by DURANTE & WATERS, 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 179,810 shares
    Change vs previous 13F -2,253 shares

    19.26% of the 13F portfolio, value $26,189,395.

    13F-HR 0001666582-25-000006 filed by DURANTE & WATERS, 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 182,063 shares
    Change vs previous 13F -3,446 shares

    19.35% of the 13F portfolio, value $24,585,732.

    13F-HR 0001666582-25-000004 filed by DURANTE & WATERS, 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 185,509 shares
    Change vs previous 13F +393 shares

    19.02% of the 13F portfolio, value $22,634,000.

    13F-HR 0001666582-25-000002 filed by DURANTE & WATERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 185,116 shares
    Change vs previous 13F +106 shares

    19.65% of the 13F portfolio, value $23,809,655.

    13F-HR 0001666582-25-000001 filed by DURANTE & WATERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 185,010 shares
    Change vs previous 13F not available

    19.5% of the 13F portfolio, value $23,240,939.

    13F-HR 0001666582-24-000008 filed by DURANTE & WATERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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