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GENESIS PRIVATE WEALTH, LLC: ITOT position timeline

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

GENESIS PRIVATE WEALTH, LLC held 7,692 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,692 shares
    Change vs previous 13F +23 shares

    0.36% of the 13F portfolio, value $1,263,565.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 7,669 shares
    Change vs previous 13F +748 shares

    0.34% of the 13F portfolio, value $1,092,296.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 6,921 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,029,083.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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