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Disclosery

Miller Financial Services LLC: ITOT position timeline

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

Miller Financial Services LLC held 1,906 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 1,906 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $313,141.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services 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 1,903 shares
    Change vs previous 13F +116 shares

    0.3% of the 13F portfolio, value $270,996.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services 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 1,787 shares
    Change vs previous 13F +232 shares

    0.31% of the 13F portfolio, value $265,778.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services 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 1,555 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $226,517.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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