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Disclosery

HB Wealth Management, LLC: ITOT position timeline

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

HB Wealth Management, LLC held 998,509 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 998,509 shares
    Change vs previous 13F -3,791 shares

    0.92% of the 13F portfolio, value $164,025,192.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 1,002,300 shares
    Change vs previous 13F -18,378 shares

    0.93% of the 13F portfolio, value $142,757,722.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 1,020,678 shares
    Change vs previous 13F +336 shares

    0.98% of the 13F portfolio, value $151,764,753.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 1,020,342 shares
    Change vs previous 13F +45,392 shares

    1.01% of the 13F portfolio, value $148,612,880.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 974,950 shares
    Change vs previous 13F +13,466 shares

    1.05% of the 13F portfolio, value $131,657,252.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 961,484 shares
    Change vs previous 13F +7,785 shares

    0.99% of the 13F portfolio, value $117,310,681.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 953,699 shares
    Change vs previous 13F -2,436 shares

    1.25% of the 13F portfolio, value $122,672,953.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 956,135 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $120,109,749.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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