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Family Manage LLC: ITOT position timeline

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

Family Manage LLC held 100,950 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,950 shares
    Change vs previous 13F -545 shares

    1.74% of the 13F portfolio, value $16,583,057.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 101,495 shares
    Change vs previous 13F +3,481 shares

    1.73% of the 13F portfolio, value $14,455,933.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 98,014 shares
    Change vs previous 13F +1,086 shares

    1.84% of the 13F portfolio, value $14,573,702.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 96,928 shares
    Change vs previous 13F +2,595 shares

    1.96% of the 13F portfolio, value $14,117,563.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 94,333 shares
    Change vs previous 13F +3,275 shares

    1.93% of the 13F portfolio, value $12,738,728.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 91,058 shares
    Change vs previous 13F +1,226 shares

    1.83% of the 13F portfolio, value $11,109,987.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 89,832 shares
    Change vs previous 13F +4,484 shares

    1.87% of the 13F portfolio, value $11,554,192.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 85,348 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $10,721,416.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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