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Disclosery

GuidedMoney, LLC: ITOT position timeline

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

GuidedMoney, LLC held 90,113 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,113 shares
    Change vs previous 13F +2,173 shares

    6.85% of the 13F portfolio, value $14,802,863.

    13F-HR 0002112951-26-000003 filed by GuidedMoney, LLC
    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 87,940 shares
    Change vs previous 13F +311 shares

    6.58% of the 13F portfolio, value $12,525,294.

    13F-HR 0002112951-26-000002 filed by GuidedMoney, LLC
    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 87,629 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $13,029,556.

    13F-HR 0002112951-26-000001 filed by GuidedMoney, LLC
    Filed (acceptance time not in the bulk data set), ingested

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