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Disclosery

Foundry Financial LLC: ITOT position timeline

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

Foundry Financial LLC held 6,907 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,907 shares
    Change vs previous 13F -168 shares

    0.38% of the 13F portfolio, value $1,134,588.

    13F-HR 0001754960-26-000583 filed by Foundry 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 7,075 shares
    Change vs previous 13F +1,114 shares

    0.43% of the 13F portfolio, value $1,007,628.

    13F-HR 0001754960-26-000299 filed by Foundry 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 5,961 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $886,401.

    13F-HR 0001754960-26-000188 filed by Foundry Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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