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Disclosery

Financial Designs Corp: ITOT position timeline

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

Financial Designs Corp held 281,068 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 281,068 shares
    Change vs previous 13F -153 shares

    24.06% of the 13F portfolio, value $46,735,987.

    13F-HR 0001085146-26-000824 filed by Financial Designs Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 281,221 shares
    Change vs previous 13F -3,028 shares

    24.76% of the 13F portfolio, value $46,196,174.

    13F-HR 0001561383-26-000005 filed by Financial Designs Corp
    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 284,249 shares
    Change vs previous 13F +1,086 shares

    22.54% of the 13F portfolio, value $40,485,585.

    13F-HR 0001561383-26-000003 filed by Financial Designs Corp
    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 283,163 shares
    Change vs previous 13F +6,593 shares

    23.85% of the 13F portfolio, value $42,103,506.

    13F-HR 0001561383-26-000002 filed by Financial Designs Corp
    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 276,570 shares
    Change vs previous 13F +9,434 shares

    23.85% of the 13F portfolio, value $41,197,867.

    13F-HR 0001561383-25-000005 filed by Financial Designs Corp
    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 267,136 shares
    Change vs previous 13F -4,224 shares

    22.11% of the 13F portfolio, value $36,074,045.

    13F-HR 0001085146-25-003893 filed by Financial Designs Corp
    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 271,360 shares
    Change vs previous 13F -7,358 shares

    23.06% of the 13F portfolio, value $33,108,634.

    13F-HR 0001085146-25-002084 filed by Financial Designs Corp
    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 278,718 shares
    Change vs previous 13F not available

    23.61% of the 13F portfolio, value $35,848,709.

    13F-HR 0001085146-25-000311 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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