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Kaufman Rossin Wealth, LLC: ITOT position timeline

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

Kaufman Rossin Wealth, LLC held 155,765 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 155,765 shares
    Change vs previous 13F +22,701 shares

    12.18% of the 13F portfolio, value $25,699,623.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 133,064 shares
    Change vs previous 13F +8,023 shares

    10.86% of the 13F portfolio, value $18,952,294.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 125,041 shares
    Change vs previous 13F +6,555 shares

    9.68% of the 13F portfolio, value $18,592,416.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 118,486 shares
    Change vs previous 13F +11,132 shares

    9.45% of the 13F portfolio, value $17,257,535.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 107,354 shares
    Change vs previous 13F +5,127 shares

    9.18% of the 13F portfolio, value $14,497,123.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 102,227 shares
    Change vs previous 13F +3,159 shares

    8.92% of the 13F portfolio, value $12,472,715.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 99,068 shares
    Change vs previous 13F not available

    13.11% of the 13F portfolio, value $12,742,085.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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