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Goldenstone Wealth Management LLC: ITOT position timeline

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

Goldenstone Wealth Management LLC held 4,473 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,473 shares
    Change vs previous 13F +2,612 shares

    0.48% of the 13F portfolio, value $734,744.

    13F-HR 0002109094-26-000004 filed by Goldenstone Wealth Management 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 1,861 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $265,076.

    13F-HR 0002109094-26-000003 filed by Goldenstone Wealth Management 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 1,858 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $276,242.

    13F-HR 0002109094-26-000002 filed by Goldenstone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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