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Eldridge Investment Advisors, Inc.: ITOT position timeline

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

Eldridge Investment Advisors, Inc. held 330,853 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 330,853 shares
    Change vs previous 13F +2,753 shares

    10.76% of the 13F portfolio, value $54,349,148.

    13F-HR 0001727993-26-000007 filed by Eldridge Investment Advisors, Inc.
    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 328,100 shares
    Change vs previous 13F -4,534 shares

    10.24% of the 13F portfolio, value $46,731,230.

    13F-HR 0001727993-26-000004 filed by Eldridge Investment Advisors, Inc.
    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 332,634 shares
    Change vs previous 13F +2,339 shares

    10.89% of the 13F portfolio, value $49,459,417.

    13F-HR 0001727993-26-000002 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 330,295 shares
    Change vs previous 13F -1,910 shares

    10.95% of the 13F portfolio, value $48,107,455.

    13F-HR 0001727993-25-000011 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 332,205 shares
    Change vs previous 13F +5,609 shares

    9.38% of the 13F portfolio, value $44,860,904.

    13F-HR 0001727993-25-000009 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 326,596 shares
    Change vs previous 13F -5,948 shares

    9.17% of the 13F portfolio, value $39,848,006.

    13F-HR 0001727993-25-000006 filed by Eldridge Investment Advisors, Inc.
    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 332,544 shares
    Change vs previous 13F +39,945 shares

    9.95% of the 13F portfolio, value $42,772,000.

    13F-HR 0001727993-25-000002 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 292,599 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $36,756,000.

    13F-HR 0001727993-24-000008 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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