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Hoxton Planning & Management, LLC: ITOT position timeline

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

Hoxton Planning & Management, LLC held 32,751 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,751 shares
    Change vs previous 13F -1,120 shares

    1.4% of the 13F portfolio, value $5,380,007.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 33,871 shares
    Change vs previous 13F +292 shares

    1.45% of the 13F portfolio, value $4,824,247.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 33,579 shares
    Change vs previous 13F +5,445 shares

    1.49% of the 13F portfolio, value $4,992,862.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 28,134 shares
    Change vs previous 13F +1,671 shares

    1.32% of the 13F portfolio, value $4,097,717.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 26,463 shares
    Change vs previous 13F +1,791 shares

    1.23% of the 13F portfolio, value $3,573,564.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 24,672 shares
    Change vs previous 13F +8,828 shares

    1.15% of the 13F portfolio, value $3,010,231.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 15,844 shares
    Change vs previous 13F -149 shares

    0.78% of the 13F portfolio, value $2,037,855.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 15,993 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,009,041.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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