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Disclosery

GM Advisory Group, LLC: ITOT position timeline

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

GM Advisory Group, LLC held 377,781 ITOT shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 377,781 shares
    Change vs previous 13F +37,599 shares

    2.07% of the 13F portfolio, value $53,807,364.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 340,182 shares
    Change vs previous 13F +55,079 shares

    1.98% of the 13F portfolio, value $50,581,710.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 285,103 shares
    Change vs previous 13F +31,033 shares

    1.77% of the 13F portfolio, value $41,525,278.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 254,070 shares
    Change vs previous 13F +45,066 shares

    1.7% of the 13F portfolio, value $34,309,606.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 209,004 shares
    Change vs previous 13F +102,643 shares

    1.38% of the 13F portfolio, value $25,500,602.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 106,361 shares
    Change vs previous 13F +16,396 shares

    0.76% of the 13F portfolio, value $13,680,110.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 89,965 shares
    Change vs previous 13F +20 shares

    0.68% of the 13F portfolio, value $11,301,357.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 89,945 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,683,641.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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