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Klaas Financial Asset Advisors, LLC: ITOT position timeline

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

Klaas Financial Asset Advisors, LLC held 245,825 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,825 shares
    Change vs previous 13F -7,094 shares

    5.03% of the 13F portfolio, value $40,381,620.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, 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 252,919 shares
    Change vs previous 13F -981,528 shares

    4.97% of the 13F portfolio, value $36,023,208.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, 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 1,234,447 shares
    Change vs previous 13F +548 shares

    26.62% of the 13F portfolio, value $183,549,910.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, 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 1,233,899 shares
    Change vs previous 13F -2,336 shares

    26.97% of the 13F portfolio, value $179,717,439.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset Advisors, 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 1,236,235 shares
    Change vs previous 13F +49,907 shares

    26.42% of the 13F portfolio, value $166,941,222.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset Advisors, 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 1,186,328 shares
    Change vs previous 13F -460 shares

    24.95% of the 13F portfolio, value $144,743,922.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset Advisors, 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 1,186,788 shares
    Change vs previous 13F -9,439 shares

    26.88% of the 13F portfolio, value $152,644,718.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset Advisors, 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 1,196,227 shares
    Change vs previous 13F not available

    26.05% of the 13F portfolio, value $150,270,080.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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