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Evensky & Katz LLC: ITOT position timeline

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

Evensky & Katz LLC held 1,596,396 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,596,396 shares
    Change vs previous 13F +15,486 shares

    13.54% of the 13F portfolio, value $262,240,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 1,580,910 shares
    Change vs previous 13F +92,615 shares

    12.81% of the 13F portfolio, value $225,169,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 1,488,295 shares
    Change vs previous 13F +47,451 shares

    12.49% of the 13F portfolio, value $221,295,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 1,440,844 shares
    Change vs previous 13F +52,493 shares

    12.17% of the 13F portfolio, value $209,859,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 1,388,351 shares
    Change vs previous 13F -34,737 shares

    11.45% of the 13F portfolio, value $187,483,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 1,423,088 shares
    Change vs previous 13F +38,526 shares

    11.65% of the 13F portfolio, value $173,631,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 1,384,562 shares
    Change vs previous 13F +56,194 shares

    11.65% of the 13F portfolio, value $178,082,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 1,328,368 shares
    Change vs previous 13F not available

    10.87% of the 13F portfolio, value $166,870,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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