Elm Partners Management LLC: ITOT position timeline

Elm Partners Management LLC held 406,864 ITOT shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 406,864 shares

   Change vs previous 13F -24,578 shares

   1.99% of the 13F portfolio, value $66,835,590.

   13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:31:02 UTC, ingested 2026-10-07 16:31:30 UTC

2. period ended2026-03-31

   13F 431,442 shares

   Change vs previous 13F +27,174 shares

   2.59% of the 13F portfolio, value $59,672,690.

   13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 404,268 shares

   Change vs previous 13F -6,113 shares

   2.22% of the 13F portfolio, value $60,110,635.

   13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:30:07 UTC, ingested 2026-10-07 16:30:30 UTC

4. period ended2025-09-30

   13F/A 410,381 shares

   Change vs previous 13F +5,800 shares

   2.43% of the 13F portfolio, value $59,772,024.

   13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:29:10 UTC, ingested 2026-10-07 16:30:30 UTC

5. period ended2025-06-30

   13F/A 404,581 shares

   Change vs previous 13F -404,241 shares

   2.55% of the 13F portfolio, value $54,634,647.

   13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:28:10 UTC, ingested 2026-10-07 16:29:30 UTC

6. period ended2025-03-31

   13F/A 808,822 shares

   Change vs previous 13F -348,990 shares

   5.08% of the 13F portfolio, value $98,684,387.

   13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:03:14 UTC, ingested 2026-10-07 16:04:30 UTC

7. period ended2024-12-31

   13F 1,157,812 shares

   Change vs previous 13F -41,803 shares

   10.17% of the 13F portfolio, value $148,917,781.

   13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,199,615 shares

   Change vs previous 13F not available

   10.77% of the 13F portfolio, value $150,695,676.

   13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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