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Matthew Goff Investment Advisor, LLC: ITOT position timeline

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

Matthew Goff Investment Advisor, LLC held 48,012 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,012 shares
    Change vs previous 13F +4,943 shares

    1.19% of the 13F portfolio, value $7,983,517.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,069 shares
    Change vs previous 13F +29 shares

    1.19% of the 13F portfolio, value $7,074,991.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, 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 43,040 shares
    Change vs previous 13F -2,514 shares

    1.02% of the 13F portfolio, value $6,130,193.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, 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 45,554 shares
    Change vs previous 13F -3,259 shares

    1.2% of the 13F portfolio, value $6,773,436.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, 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 48,813 shares
    Change vs previous 13F +33 shares

    1.22% of the 13F portfolio, value $7,109,562.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, 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 48,780 shares
    Change vs previous 13F +199 shares

    1.22% of the 13F portfolio, value $6,587,293.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 48,581 shares
    Change vs previous 13F -6,803 shares

    1.09% of the 13F portfolio, value $5,927,343.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 55,384 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $7,123,515.

    13F-HR 0001754960-25-000049 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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