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Disclosery

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. on ITOT, newest first. How the timeline and the estimate are built.

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. held 82,189 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,189 shares
    Change vs previous 13F -1,152 shares

    9.46% of the 13F portfolio, value $13,501,187.

    13F-HR 0001420506-26-001293 filed by GUARDSMAN PRIVATE CAPITAL MANAGEMENT, 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 83,341 shares
    Change vs previous 13F 0 shares

    9.27% of the 13F portfolio, value $11,870,259.

    13F-HR 0001420506-26-000786 filed by GUARDSMAN PRIVATE CAPITAL MANAGEMENT, 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 83,341 shares
    Change vs previous 13F not available

    9.88% of the 13F portfolio, value $12,391,973.

    13F-HR 0001420506-26-000327 filed by GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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