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KERR FINANCIAL PLANNING Corp: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KERR FINANCIAL PLANNING Corp on ITOT, newest first. How the timeline and the estimate are built.

KERR FINANCIAL PLANNING Corp held 5,818 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,818 shares
    Change vs previous 13F -75 shares

    1.07% of the 13F portfolio, value $955,601.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 5,893 shares
    Change vs previous 13F +885 shares

    0.65% of the 13F portfolio, value $915,559.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 5,008 shares
    Change vs previous 13F -235 shares

    1% of the 13F portfolio, value $742,282.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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/A 5,243 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $767,705.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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