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Disclosery

Lincoln Capital LLC: ITOT position timeline

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

Lincoln Capital LLC held 1,378 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 1,378 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $229,202.

    13F-HR 0001085146-26-000858 filed by Lincoln Capital LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,386 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $227,733.

    13F-HR 0001633862-26-000004 filed by Lincoln Capital LLC
    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 1,490 shares
    Change vs previous 13F -24 shares

    0.04% of the 13F portfolio, value $212,259.

    13F-HR 0001633862-26-000002 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,514 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $225,147.

    13F-HR 0001633862-26-000001 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,544 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $226,198.

    13F-HR 0001633862-25-000002 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,544 shares
    Change vs previous 13F +1,544 shares

    0.04% of the 13F portfolio, value $208,507.

    13F-HR 0001085146-25-003764 filed by Lincoln Capital 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-25-000252 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.