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Disclosery

Farnam Financial LLC: ITOT position timeline

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

Farnam Financial LLC held 3,823 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 3,823 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $628,004.

    13F-HR 0001754960-26-000606 filed by Farnam Financial 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 3,823 shares
    Change vs previous 13F +833 shares

    0.45% of the 13F portfolio, value $544,510.

    13F-HR 0001754960-26-000340 filed by Farnam Financial 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 2,990 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $444,583.

    13F-HR 0001754960-26-000113 filed by Farnam Financial 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 2,990 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $435,494.

    13F-HR 0001754960-25-000706 filed by Farnam Financial 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 2,990 shares
    Change vs previous 13F -578 shares

    0.36% of the 13F portfolio, value $403,770.

    13F-HR 0001754960-25-000584 filed by Farnam Financial 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 3,568 shares
    Change vs previous 13F +740 shares

    0.44% of the 13F portfolio, value $435,332.

    13F-HR 0001754960-25-000585 filed by Farnam Financial 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 2,828 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $363,737.

    13F-HR 0001754960-25-000586 filed by Farnam Financial 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 2,828 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $355,253.

    13F-HR 0001754960-25-000587 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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