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Disclosery

Godfrey Financial Associates, Inc.: ITOT position timeline

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

Godfrey Financial Associates, Inc. held 21,663 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,663 shares
    Change vs previous 13F -432 shares

    2.72% of the 13F portfolio, value $3,558,663.

    13F-HR 0002097943-26-000003 filed by Godfrey Financial Associates, Inc.
    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 22,095 shares
    Change vs previous 13F -524 shares

    2.7% of the 13F portfolio, value $3,147,039.

    13F-HR 0002097943-26-000002 filed by Godfrey Financial Associates, Inc.
    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 22,619 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,363,207.

    13F-HR 0002097943-26-000001 filed by Godfrey Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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