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Disclosery

Ervin Investment Management, LLC: ITOT position timeline

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

Ervin Investment Management, LLC held 7,671 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,671 shares
    Change vs previous 13F +188 shares

    0.68% of the 13F portfolio, value $1,260,115.

    13F-HR 0001907802-26-000005 filed by Ervin Investment Management, 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 7,483 shares
    Change vs previous 13F +7,483 shares

    0.62% of the 13F portfolio, value $1,065,804.

    13F-HR 0001907802-26-000003 filed by Ervin Investment Management, 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/A 0 shares
    Change vs previous 13F -7,483 shares

    13F-HR/A 0001907802-26-000002 filed by Ervin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 7,483 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,089,899.

    13F-HR 0001907802-25-000006 filed by Ervin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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