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FORBES J M & CO LLP: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on ITOT, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 56,289 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,289 shares
    Change vs previous 13F -221 shares

    0.73% of the 13F portfolio, value $9,246,594.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 56,510 shares
    Change vs previous 13F +395 shares

    0.68% of the 13F portfolio, value $8,048,719.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 56,115 shares
    Change vs previous 13F -837 shares

    0.68% of the 13F portfolio, value $8,343,739.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 56,952 shares
    Change vs previous 13F -5 shares

    0.69% of the 13F portfolio, value $8,295,059.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 56,957 shares
    Change vs previous 13F -1,101 shares

    0.7% of the 13F portfolio, value $7,691,473.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 58,058 shares
    Change vs previous 13F +373 shares

    0.69% of the 13F portfolio, value $7,083,657.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 57,685 shares
    Change vs previous 13F -375 shares

    0.71% of the 13F portfolio, value $7,419,445.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 58,060 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,293,497.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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