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Disclosery

Hickory Point Bank & Trust: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hickory Point Bank & Trust on ITOT, newest first. How the timeline and the estimate are built.

Hickory Point Bank & Trust held 132,700 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 132,700 shares
    Change vs previous 13F 0 shares

    13.27% of the 13F portfolio, value $22,065,356.

    13F-HR 0002039144-26-000005 filed by Hickory Point Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,700 shares
    Change vs previous 13F 0 shares

    13.22% of the 13F portfolio, value $21,798,629.

    13F-HR 0002039144-26-000004 filed by Hickory Point Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 132,700 shares
    Change vs previous 13F -2,850 shares

    12.47% of the 13F portfolio, value $18,900,461.

    13F-HR 0002039144-26-000003 filed by Hickory Point Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 135,550 shares
    Change vs previous 13F -1,500 shares

    14.62% of the 13F portfolio, value $20,154,930.

    13F-HR 0002039144-26-000001 filed by Hickory Point Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 137,050 shares
    Change vs previous 13F -2,200 shares

    14.92% of the 13F portfolio, value $19,961,333.

    13F-HR 0002039144-25-000007 filed by Hickory Point Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 139,250 shares
    Change vs previous 13F -1,900 shares

    15.17% of the 13F portfolio, value $18,804,320.

    13F-HR 0002039144-25-000005 filed by Hickory Point Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 141,150 shares
    Change vs previous 13F -1,800 shares

    15.14% of the 13F portfolio, value $17,221,712.

    13F-HR 0002039144-25-000004 filed by Hickory Point Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 142,950 shares
    Change vs previous 13F not available

    16.31% of the 13F portfolio, value $18,386,229.

    13F-HR 0002039144-25-000002 filed by Hickory Point Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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