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HBE Wealth Management, LLC: ITOT position timeline

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

HBE Wealth Management, LLC held 91,194 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,194 shares
    Change vs previous 13F +12,618 shares

    10.76% of the 13F portfolio, value $14,980,361.

    13F-HR 0002104442-26-000003 filed by HBE 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 78,576 shares
    Change vs previous 13F +3,185 shares

    9.76% of the 13F portfolio, value $11,191,573.

    13F-HR 0002104442-26-000002 filed by HBE 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 75,391 shares
    Change vs previous 13F not available

    10.55% of the 13F portfolio, value $11,209,928.

    13F-HR 0002104442-26-000001 filed by HBE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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