Luminvest Wealth Management LLC: ITOT position timeline

Luminvest Wealth Management LLC held 24,361 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 24,361 shares

   Change vs previous 13F +2,442 shares

   0.93% of the 13F portfolio, value $3,998,896.

   13F-HR 0002036517-26-000004 filed by Luminvest Wealth Management LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 21,919 shares

   Change vs previous 13F +568 shares

   0.82% of the 13F portfolio, value $3,145,131.

   13F-HR 0002036517-26-000002 filed by Luminvest Wealth Management LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,351 shares

   Change vs previous 13F -4,135 shares

   0.88% of the 13F portfolio, value $3,174,611.

   13F-HR 0002036517-26-000001 filed by Luminvest Wealth Management LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 25,486 shares

   Change vs previous 13F +177 shares

   1.21% of the 13F portfolio, value $3,711,831.

   13F-HR 0002036517-25-000002 filed by Luminvest Wealth Management LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 25,309 shares

   Change vs previous 13F not available

   1.23% of the 13F portfolio, value $3,420,392.

   13F-HR 0001085146-25-003919 filed by Luminvest Wealth Management LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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