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Disclosery

Griffith & Werner, Inc.: ITOT position timeline

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

Griffith & Werner, Inc. held 1,480 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,480 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $243,000.

    13F-HR 0001754960-26-000667 filed by Griffith & Werner, Inc.
    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 1,480 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $210,796.

    13F-HR 0001754960-26-000347 filed by Griffith & Werner, Inc.
    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 1,486 shares
    Change vs previous 13F -130 shares

    0.11% of the 13F portfolio, value $220,953.

    13F-HR 0001754960-26-000181 filed by Griffith & Werner, Inc.
    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 1,616 shares
    Change vs previous 13F -570 shares

    0.12% of the 13F portfolio, value $240,235.

    13F-HR 0001754960-25-000769 filed by Griffith & Werner, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,186 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $266,714.

    13F-HR 0001754960-25-000182 filed by Griffith & Werner, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,180 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $280,392.

    13F-HR 0001754960-25-000151 filed by Griffith & Werner, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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