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Disclosery

MA Private Wealth: ITOT position timeline

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

MA Private Wealth held 36,250 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,250 shares
    Change vs previous 13F -77 shares

    0.89% of the 13F portfolio, value $5,954,788.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 36,327 shares
    Change vs previous 13F -7 shares

    0.87% of the 13F portfolio, value $5,174,055.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 36,334 shares
    Change vs previous 13F -2,790 shares

    0.9% of the 13F portfolio, value $5,402,502.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 39,124 shares
    Change vs previous 13F -272 shares

    0.96% of the 13F portfolio, value $5,698,411.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 39,396 shares
    Change vs previous 13F -1,387 shares

    0.95% of the 13F portfolio, value $5,320,036.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 40,783 shares
    Change vs previous 13F +4,407 shares

    0.94% of the 13F portfolio, value $4,975,934.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 36,376 shares
    Change vs previous 13F -149 shares

    0.87% of the 13F portfolio, value $4,678,703.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 36,525 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,588,292.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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