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Independent Order of Foresters: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Order of Foresters on ITOT, newest first. How the timeline and the estimate are built.

Independent Order of Foresters held 233,510 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,510 shares
    Change vs previous 13F 0 shares

    37.36% of the 13F portfolio, value $38,358,688.

    13F-HR 0001193125-26-332122 filed by Independent Order of Foresters
    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 233,510 shares
    Change vs previous 13F -439,234 shares

    32.65% of the 13F portfolio, value $33,258,829.

    13F-HR 0001193125-26-208422 filed by Independent Order of Foresters
    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 672,744 shares
    Change vs previous 13F 0 shares

    58.25% of the 13F portfolio, value $100,030,305.

    13F-HR 0001193125-26-040400 filed by Independent Order of Foresters
    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 672,744 shares
    Change vs previous 13F 0 shares

    58.27% of the 13F portfolio, value $97,985,164.

    13F-HR 0001193125-25-276776 filed by Independent Order of Foresters
    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 672,744 shares
    Change vs previous 13F 0 shares

    58.29% of the 13F portfolio, value $90,847,350.

    13F-HR 0000950123-25-006875 filed by Independent Order of Foresters
    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 672,744 shares
    Change vs previous 13F 0 shares

    58.27% of the 13F portfolio, value $82,081,495.

    13F-HR 0000950123-25-004271 filed by Independent Order of Foresters
    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 672,744 shares
    Change vs previous 13F +123,125 shares

    58.26% of the 13F portfolio, value $86,528,333.

    13F-HR 0000950123-25-001665 filed by Independent Order of Foresters
    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 549,619 shares
    Change vs previous 13F not available

    39.86% of the 13F portfolio, value $69,043,139.

    13F-HR 0000950123-24-010693 filed by Independent Order of Foresters
    Filed (acceptance time not in the bulk data set), ingested

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