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Disclosery

MBA Advisors LLC: ITOT position timeline

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

MBA Advisors LLC held 37,805 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 37,805 shares
    Change vs previous 13F -1,008 shares

    2.11% of the 13F portfolio, value $6,210,156.

    13F-HR 0001848704-26-000003 filed by MBA Advisors LLC
    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 38,813 shares
    Change vs previous 13F -100 shares

    2.12% of the 13F portfolio, value $5,528,170.

    13F-HR 0001848704-26-000002 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 38,913 shares
    Change vs previous 13F -140 shares

    2.33% of the 13F portfolio, value $5,785,967.

    13F-HR 0001848704-26-000001 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,053 shares
    Change vs previous 13F -437 shares

    2.43% of the 13F portfolio, value $5,688,003.

    13F-HR 0001848704-25-000002 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,490 shares
    Change vs previous 13F -757 shares

    2.46% of the 13F portfolio, value $5,332,754.

    13F-HR 0001085146-25-003959 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 40,247 shares
    Change vs previous 13F -264 shares

    2.43% of the 13F portfolio, value $4,910,514.

    13F-HR 0001085146-25-002414 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 40,511 shares
    Change vs previous 13F +206 shares

    2.64% of the 13F portfolio, value $5,210,583.

    13F-HR 0001085146-25-000583 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,305 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $5,063,114.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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