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Glass Jacobson Investment Advisors llc: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glass Jacobson Investment Advisors llc on ITOT, newest first. How the timeline and the estimate are built.

Glass Jacobson Investment Advisors llc held 26,195 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,195 shares
    Change vs previous 13F +1,819 shares

    1.34% of the 13F portfolio, value $4,303,063.

    13F-HR 0001964394-26-000003 filed by Glass Jacobson Investment Advisors 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 24,376 shares
    Change vs previous 13F -67 shares

    1.2% of the 13F portfolio, value $3,471,944.

    13F-HR 0001964394-26-000002 filed by Glass Jacobson Investment Advisors 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 24,443 shares
    Change vs previous 13F -1,854 shares

    1.31% of the 13F portfolio, value $3,634,357.

    13F-HR 0001964394-26-000001 filed by Glass Jacobson Investment Advisors 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 26,297 shares
    Change vs previous 13F -411 shares

    1.39% of the 13F portfolio, value $3,830,152.

    13F-HR 0001964394-25-000005 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,708 shares
    Change vs previous 13F +595 shares

    1.39% of the 13F portfolio, value $3,606,602.

    13F-HR 0001964394-25-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,113 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $3,358,704.

    13F-HR 0001964394-25-000002 filed by Glass Jacobson Investment Advisors llc
    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 26,113 shares
    Change vs previous 13F -649 shares

    1.1% of the 13F portfolio, value $3,358,704.

    13F-HR 0001964394-25-000001 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,762 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,361,834.

    13F-HR 0001964394-24-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

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