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Disclosery

GREENLEAF TRUST: ITOT position timeline

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

GREENLEAF TRUST held 108,349 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,349 shares
    Change vs previous 13F +439 shares

    0.17% of the 13F portfolio, value $17,798,490.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 107,910 shares
    Change vs previous 13F -431 shares

    0.15% of the 13F portfolio, value $15,369,621.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 108,341 shares
    Change vs previous 13F -1,119 shares

    0.15% of the 13F portfolio, value $16,109,223.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 109,460 shares
    Change vs previous 13F -3,637 shares

    0.14% of the 13F portfolio, value $15,942,849.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 113,097 shares
    Change vs previous 13F -2,230 shares

    0.14% of the 13F portfolio, value $15,272,619.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 115,327 shares
    Change vs previous 13F -262 shares

    0.13% of the 13F portfolio, value $14,071,047.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 115,589 shares
    Change vs previous 13F +982 shares

    0.14% of the 13F portfolio, value $14,867,057.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 114,607 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,396,931.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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