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Disclosery

LIBRA WEALTH LLC: ITOT position timeline

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

LIBRA WEALTH LLC held 40,657 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,657 shares
    Change vs previous 13F -412 shares

    1.71% of the 13F portfolio, value $6,678,725.

    13F-HR 0001951757-26-001114 filed by LIBRA WEALTH 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 41,069 shares
    Change vs previous 13F -485 shares

    1.65% of the 13F portfolio, value $5,849,458.

    13F-HR 0001951757-26-000749 filed by LIBRA WEALTH 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 41,554 shares
    Change vs previous 13F -34 shares

    1.73% of the 13F portfolio, value $6,178,664.

    13F-HR 0001951757-26-000322 filed by LIBRA WEALTH 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 41,588 shares
    Change vs previous 13F +96 shares

    1.82% of the 13F portfolio, value $6,057,292.

    13F-HR 0001951757-25-001295 filed by LIBRA WEALTH 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 41,492 shares
    Change vs previous 13F +589 shares

    1.83% of the 13F portfolio, value $5,603,080.

    13F-HR 0001951757-25-000962 filed by LIBRA WEALTH 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 40,903 shares
    Change vs previous 13F +8,555 shares

    1.87% of the 13F portfolio, value $4,990,575.

    13F-HR 0001951757-25-000458 filed by LIBRA WEALTH 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 32,348 shares
    Change vs previous 13F -2,816 shares

    1.62% of the 13F portfolio, value $4,160,600.

    13F-HR 0001951757-25-000101 filed by LIBRA WEALTH 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 35,164 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $4,417,302.

    13F-HR 0001951757-24-001105 filed by LIBRA WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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