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Disclosery

Hardy Reed LLC: ITOT position timeline

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

Hardy Reed LLC held 55,978 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,978 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $9,195,507.

    13F-HR 0001765380-26-000261 filed by Hardy Reed 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 55,978 shares
    Change vs previous 13F +1,120 shares

    0.58% of the 13F portfolio, value $7,972,947.

    13F-HR 0001765380-26-000128 filed by Hardy Reed 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 54,858 shares
    Change vs previous 13F -138 shares

    0.58% of the 13F portfolio, value $8,156,837.

    13F-HR 0001765380-26-000065 filed by Hardy Reed LLC
    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 54,996 shares
    Change vs previous 13F -9 shares

    0.59% of the 13F portfolio, value $8,010,168.

    13F-HR 0001765380-25-000440 filed by Hardy Reed LLC
    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 55,005 shares
    Change vs previous 13F -424 shares

    0.6% of the 13F portfolio, value $7,427,876.

    13F-HR 0001765380-25-000257 filed by Hardy Reed LLC
    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 55,429 shares
    Change vs previous 13F -51 shares

    0.6% of the 13F portfolio, value $6,762,893.

    13F-HR 0001765380-25-000161 filed by Hardy Reed LLC
    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 55,480 shares
    Change vs previous 13F -2,699 shares

    0.63% of the 13F portfolio, value $7,135,838.

    13F-HR 0001765380-25-000027 filed by Hardy Reed LLC
    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 58,179 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $7,308,446.

    13F-HR 0001765380-24-000454 filed by Hardy Reed LLC
    Filed (acceptance time not in the bulk data set), ingested

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