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FORMULATE FINANCIAL LLC: ITOT position timeline

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

FORMULATE FINANCIAL LLC held 28,621 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,621 shares
    Change vs previous 13F +860 shares

    4.95% of the 13F portfolio, value $4,701,573.

    13F-HR 0002093400-26-000003 filed by FORMULATE FINANCIAL 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 27,761 shares
    Change vs previous 13F +3,821 shares

    4.88% of the 13F portfolio, value $3,954,000.

    13F-HR 0002093400-26-000002 filed by FORMULATE FINANCIAL 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 23,940 shares
    Change vs previous 13F -16 shares

    4.17% of the 13F portfolio, value $3,559,639.

    13F-HR 0002093400-26-000001 filed by FORMULATE FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,956 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $3,489,191.

    13F-HR 0002093400-25-000001 filed by FORMULATE FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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