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Disclosery

JSF Financial, LLC: ITOT position timeline

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

JSF Financial, LLC held 26,617 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,617 shares
    Change vs previous 13F -24 shares

    0.7% of the 13F portfolio, value $4,372,327.

    13F-HR 0001802224-26-000010 filed by JSF Financial, 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 26,641 shares
    Change vs previous 13F -938 shares

    0.74% of the 13F portfolio, value $3,794,478.

    13F-HR 0001802224-26-000006 filed by JSF Financial, 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 27,579 shares
    Change vs previous 13F -1,789 shares

    0.85% of the 13F portfolio, value $4,100,657.

    13F-HR 0001802224-26-000002 filed by JSF Financial, 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 29,368 shares
    Change vs previous 13F -2,938 shares

    0.95% of the 13F portfolio, value $4,277,432.

    13F-HR 0001802224-25-000012 filed by JSF Financial, 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 32,306 shares
    Change vs previous 13F -1,642 shares

    1.04% of the 13F portfolio, value $4,362,586.

    13F-HR 0001802224-25-000010 filed by JSF Financial, 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 33,948 shares
    Change vs previous 13F -8,786 shares

    1.09% of the 13F portfolio, value $4,141,936.

    13F-HR 0001802224-25-000005 filed by JSF Financial, 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 42,734 shares
    Change vs previous 13F -3,302 shares

    1.47% of the 13F portfolio, value $5,496,448.

    13F-HR 0001802224-25-000003 filed by JSF Financial, 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 46,036 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $5,783,098.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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