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Disclosery

Finhabits Advisors LLC: ITOT position timeline

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

Finhabits Advisors LLC held 132,959 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 132,959 shares
    Change vs previous 13F -6,087 shares

    18.36% of the 13F portfolio, value $21,841,192.

    13F-HR 0002106949-26-000004 filed by Finhabits Advisors 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 139,046 shares
    Change vs previous 13F +6,725 shares

    18.27% of the 13F portfolio, value $19,804,265.

    13F-HR 0002106949-26-000003 filed by Finhabits 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 ended2025-12-31
    13F 132,321 shares
    Change vs previous 13F not available

    18.46% of the 13F portfolio, value $19,674,875.

    13F-HR 0002106949-26-000002 filed by Finhabits Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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