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FORTE ASSET MANAGEMENT LLC: ITOT position timeline

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

FORTE ASSET MANAGEMENT LLC held 28,313 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 28,313 shares
    Change vs previous 13F -201 shares

    1.9% of the 13F portfolio, value $4,707,886.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,514 shares
    Change vs previous 13F +222 shares

    1.91% of the 13F portfolio, value $4,683,995.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT 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 28,292 shares
    Change vs previous 13F +281 shares

    1.77% of the 13F portfolio, value $4,029,630.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT 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 28,011 shares
    Change vs previous 13F +509 shares

    1.89% of the 13F portfolio, value $4,164,956.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT 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 27,502 shares
    Change vs previous 13F +70 shares

    1.93% of the 13F portfolio, value $4,005,666.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT 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 27,432 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $3,704,417.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT 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 27,432 shares
    Change vs previous 13F +85 shares

    1.69% of the 13F portfolio, value $3,346,978.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT 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 27,347 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $3,517,371.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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