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Farther Finance Advisors, LLC: ITOT position timeline

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

Farther Finance Advisors, LLC held 145,757 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 145,757 shares
    Change vs previous 13F +11,093 shares

    0.17% of the 13F portfolio, value $24,236,439.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 134,664 shares
    Change vs previous 13F -1,389 shares

    0.17% of the 13F portfolio, value $22,121,093.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 136,053 shares
    Change vs previous 13F +23,927 shares

    0.18% of the 13F portfolio, value $19,516,867.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 112,126 shares
    Change vs previous 13F +56,750 shares

    0.18% of the 13F portfolio, value $16,672,064.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,376 shares
    Change vs previous 13F +11,493 shares

    0.12% of the 13F portfolio, value $8,065,499.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,883 shares
    Change vs previous 13F +1,604 shares

    0.12% of the 13F portfolio, value $5,925,937.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,279 shares
    Change vs previous 13F +3,744 shares

    0.13% of the 13F portfolio, value $5,176,245.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 38,535 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,956,309.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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