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HighPoint Advisor Group LLC: ITOT position timeline

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

HighPoint Advisor Group LLC held 352,706 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 352,706 shares
    Change vs previous 13F +66,774 shares

    2.04% of the 13F portfolio, value $57,938,931.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 285,932 shares
    Change vs previous 13F -137 shares

    1.71% of the 13F portfolio, value $40,725,306.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 286,069 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $42,535,645.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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