Johnson Bixby & Associates, LLC: ITOT position timeline

Johnson Bixby & Associates, LLC held 588,632 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 588,632 shares

   Change vs previous 13F +1,631 shares

   10.79% of the 13F portfolio, value $96,694,559.

   13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 587,001 shares

   Change vs previous 13F -102,577 shares

   10.37% of the 13F portfolio, value $83,606,490.

   13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 689,578 shares

   Change vs previous 13F -18,263 shares

   12.71% of the 13F portfolio, value $102,533,310.

   13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 707,841 shares

   Change vs previous 13F -3,828 shares

   13.21% of the 13F portfolio, value $103,097,043.

   13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 711,669 shares

   Change vs previous 13F +6,193 shares

   13.2% of the 13F portfolio, value $96,103,823.

   13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 705,476 shares

   Change vs previous 13F -126,157 shares

   12.87% of the 13F portfolio, value $86,075,139.

   13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 831,633 shares

   Change vs previous 13F -1,833 shares

   16.32% of the 13F portfolio, value $106,964,592.

   13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 833,466 shares

   Change vs previous 13F not available

   15.96% of the 13F portfolio, value $104,699,966.

   13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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