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Disclosery

jvl associates llc: ITOT position timeline

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

jvl associates llc held 338,675 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 338,675 shares
    Change vs previous 13F -12,661 shares

    16.21% of the 13F portfolio, value $56,314,941.

    13F-HR 0001915765-26-000005 filed by jvl associates llc
    Accepted , ingested

  2. period ended2026-06-30
    13F 351,336 shares
    Change vs previous 13F -6,293 shares

    16.37% of the 13F portfolio, value $57,714,014.

    13F-HR 0001915765-26-000004 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 357,629 shares
    Change vs previous 13F -102,632 shares

    17.08% of the 13F portfolio, value $50,937,132.

    13F-HR 0001915765-26-000003 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 460,261 shares
    Change vs previous 13F +4,895 shares

    22.27% of the 13F portfolio, value $68,436,249.

    13F-HR 0001915765-26-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 455,366 shares
    Change vs previous 13F +12,600 shares

    21.95% of the 13F portfolio, value $66,324,044.

    13F-HR 0001915765-25-000005 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 442,766 shares
    Change vs previous 13F -18,545 shares

    21.48% of the 13F portfolio, value $59,791,121.

    13F-HR 0001915765-25-000004 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 461,311 shares
    Change vs previous 13F +2,873 shares

    22.72% of the 13F portfolio, value $56,284,543.

    13F-HR 0001915765-25-000002 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 458,438 shares
    Change vs previous 13F not available

    22.35% of the 13F portfolio, value $58,964,338.

    13F-HR 0001915765-25-000001 filed by jvl associates llc
    Filed (acceptance time not in the bulk data set), ingested

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