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Disclosery

LAWOOD & CO: ITOT position timeline

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

LAWOOD & CO held 3,073 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,073 shares
    Change vs previous 13F -286 shares

    0.35% of the 13F portfolio, value $510,979.

    13F-HR 0002109484-26-000004 filed by LAWOOD & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,359 shares
    Change vs previous 13F -436 shares

    0.37% of the 13F portfolio, value $551,783.

    13F-HR 0002109484-26-000003 filed by LAWOOD & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,795 shares
    Change vs previous 13F +1,059 shares

    0.5% of the 13F portfolio, value $540,522.

    13F-HR 0002109484-26-000002 filed by LAWOOD & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,736 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $406,816.

    13F-HR 0002109484-26-000001 filed by LAWOOD & CO
    Filed (acceptance time not in the bulk data set), ingested

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