Greenhouse Wealth Management, LLC: ITOT position timeline

Greenhouse Wealth Management, LLC held 2,777 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,777 shares

   Change vs previous 13F +7 shares

   0.32% of the 13F portfolio, value $456,195.

   13F-HR 0001951757-26-001111 filed by Greenhouse Wealth Management, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,770 shares

   Change vs previous 13F +2,770 shares

   0.24% of the 13F portfolio, value $394,531.

   13F-HR 0001951757-26-000710 filed by Greenhouse Wealth Management, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -7,985 shares

   13F-HR 0001951757-25-000379 filed by Greenhouse Wealth Management, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 7,985 shares

   Change vs previous 13F +29 shares

   0.68% of the 13F portfolio, value $1,027,066.

   13F-HR 0001951757-25-000027 filed by Greenhouse Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 7,956 shares

   Change vs previous 13F not available

   0.67% of the 13F portfolio, value $999,488.

   13F-HR 0001951757-24-000991 filed by Greenhouse Wealth Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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