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Litman Gregory Wealth Management LLC: ITOT position timeline

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

Litman Gregory Wealth Management LLC held 122,226 ITOT shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 122,226 shares
    Change vs previous 13F -3,450 shares

    1.33% of the 13F portfolio, value $18,173,722.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 125,676 shares
    Change vs previous 13F -573 shares

    1.36% of the 13F portfolio, value $18,304,648.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 126,249 shares
    Change vs previous 13F -22,388 shares

    1.34% of the 13F portfolio, value $17,048,608.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 148,637 shares
    Change vs previous 13F -15,571 shares

    1.56% of the 13F portfolio, value $18,135,149.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 164,208 shares
    Change vs previous 13F -3,198 shares

    1.83% of the 13F portfolio, value $21,120,379.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 167,406 shares
    Change vs previous 13F -114 shares

    1.76% of the 13F portfolio, value $21,029,489.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 167,520 shares
    Change vs previous 13F -289 shares

    1.77% of the 13F portfolio, value $19,897,976.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 167,809 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $19,348,393.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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