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LYNCH & ASSOCIATES/IN: ITOT position timeline

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

LYNCH & ASSOCIATES/IN held 57,012 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,012 shares
    Change vs previous 13F -872 shares

    1.64% of the 13F portfolio, value $9,365,337.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 57,884 shares
    Change vs previous 13F +1,029 shares

    1.55% of the 13F portfolio, value $8,244,469.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 56,855 shares
    Change vs previous 13F +351 shares

    1.6% of the 13F portfolio, value $8,453,776.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 56,504 shares
    Change vs previous 13F -553 shares

    1.59% of the 13F portfolio, value $8,229,813.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 57,057 shares
    Change vs previous 13F +408 shares

    1.55% of the 13F portfolio, value $7,705,001.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 56,649 shares
    Change vs previous 13F +1,294 shares

    1.49% of the 13F portfolio, value $6,911,744.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 55,355 shares
    Change vs previous 13F -1,517 shares

    1.54% of the 13F portfolio, value $7,119,760.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 56,872 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $7,144,261.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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