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Goodwin Investment Advisory: ITM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on ITM, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 15,431 ITM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,431 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $725,102.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 15,431 shares
    Change vs previous 13F -7,685 shares

    0.85% of the 13F portfolio, value $716,462.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 23,116 shares
    Change vs previous 13F -7 shares

    1.2% of the 13F portfolio, value $1,090,151.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 23,123 shares
    Change vs previous 13F -49 shares

    1.16% of the 13F portfolio, value $1,077,532.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 23,172 shares
    Change vs previous 13F -1,507 shares

    1.22% of the 13F portfolio, value $1,053,631.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    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 24,679 shares
    Change vs previous 13F -28,828 shares

    1.74% of the 13F portfolio, value $1,123,142.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    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 53,507 shares
    Change vs previous 13F -288 shares

    1.29% of the 13F portfolio, value $2,466,663.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    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 53,795 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,525,665.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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