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Kovack Advisors, Inc.: ITOT position timeline

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

Kovack Advisors, Inc. held 70,549 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,549 shares
    Change vs previous 13F -293 shares

    0.56% of the 13F portfolio, value $11,587,514.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 70,842 shares
    Change vs previous 13F -7,587 shares

    0.54% of the 13F portfolio, value $10,096,802.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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 78,429 shares
    Change vs previous 13F +71,096 shares

    0.55% of the 13F portfolio, value $11,661,647.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 7,333 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $1,068,091.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 7,327 shares
    Change vs previous 13F -3,034 shares

    0.1% of the 13F portfolio, value $989,438.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 10,361 shares
    Change vs previous 13F -680 shares

    0.13% of the 13F portfolio, value $1,264,145.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 11,041 shares
    Change vs previous 13F +190 shares

    0.14% of the 13F portfolio, value $1,420,035.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 10,851 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,363,081.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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