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Disclosery

King Wealth Management Group: ITOT position timeline

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

King Wealth Management Group held 90,142 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,142 shares
    Change vs previous 13F -133 shares

    1.62% of the 13F portfolio, value $14,808,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 90,275 shares
    Change vs previous 13F -1,651 shares

    1.61% of the 13F portfolio, value $12,858,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 91,926 shares
    Change vs previous 13F -1,149 shares

    1.65% of the 13F portfolio, value $13,668,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 93,075 shares
    Change vs previous 13F -2,536 shares

    1.7% of the 13F portfolio, value $13,556,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 95,611 shares
    Change vs previous 13F -979 shares

    1.75% of the 13F portfolio, value $12,911,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 96,590 shares
    Change vs previous 13F -1,149 shares

    1.79% of the 13F portfolio, value $11,785,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 97,739 shares
    Change vs previous 13F -163 shares

    1.83% of the 13F portfolio, value $12,571,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    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 97,902 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $12,298,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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