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Disclosery

Fiduciary Alliance LLC: ITOT position timeline

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

Fiduciary Alliance LLC held 9,957 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,957 shares
    Change vs previous 13F -1,203 shares

    0.12% of the 13F portfolio, value $1,655,613.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,160 shares
    Change vs previous 13F -6,312 shares

    0.12% of the 13F portfolio, value $1,833,308.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 17,472 shares
    Change vs previous 13F -5,819 shares

    0.16% of the 13F portfolio, value $2,676,837.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 23,291 shares
    Change vs previous 13F +858 shares

    0.23% of the 13F portfolio, value $3,463,155.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 22,433 shares
    Change vs previous 13F -1,422 shares

    0.22% of the 13F portfolio, value $3,267,407.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 23,855 shares
    Change vs previous 13F +1,170 shares

    0.24% of the 13F portfolio, value $3,221,332.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 22,685 shares
    Change vs previous 13F +280 shares

    0.27% of the 13F portfolio, value $2,767,842.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 22,405 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,881,777.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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