Skip to content
Disclosery

Goldstein Advisors, LLC: ITOT position timeline

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

Goldstein Advisors, LLC held 1,245,712 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,245,712 shares
    Change vs previous 13F +472,861 shares

    18.7% of the 13F portfolio, value $204,633,183.

    13F-HR 0001172661-26-002693 filed by Goldstein 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 772,851 shares
    Change vs previous 13F +136,187 shares

    12.23% of the 13F portfolio, value $110,077,155.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 636,664 shares
    Change vs previous 13F +6,264 shares

    10.79% of the 13F portfolio, value $94,665,635.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 630,400 shares
    Change vs previous 13F +119,236 shares

    11.16% of the 13F portfolio, value $91,817,823.

    13F-HR 0001172661-25-004337 filed by Goldstein 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 511,164 shares
    Change vs previous 13F -245,801 shares

    9.27% of the 13F portfolio, value $69,027,645.

    13F-HR 0001172661-25-002781 filed by Goldstein 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 756,965 shares
    Change vs previous 13F -27,334 shares

    13.5% of the 13F portfolio, value $92,357,352.

    13F-HR 0001172661-25-001539 filed by Goldstein 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 784,299 shares
    Change vs previous 13F -55,352 shares

    14.65% of the 13F portfolio, value $100,876,593.

    13F-HR 0001172661-25-000256 filed by Goldstein 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 839,651 shares
    Change vs previous 13F not available

    16.03% of the 13F portfolio, value $105,477,013.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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