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Disclosery

MONEYWISE, INC.: ITOT position timeline

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

MONEYWISE, INC. held 106,454 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,454 shares
    Change vs previous 13F +47,761 shares

    6.52% of the 13F portfolio, value $17,487,131.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 58,693 shares
    Change vs previous 13F -13,201 shares

    3.65% of the 13F portfolio, value $8,359,642.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 71,894 shares
    Change vs previous 13F -23,630 shares

    4.45% of the 13F portfolio, value $10,689,967.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 95,524 shares
    Change vs previous 13F +4,640 shares

    6.29% of the 13F portfolio, value $13,913,097.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 90,884 shares
    Change vs previous 13F -44,886 shares

    5.75% of the 13F portfolio, value $12,273,009.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 135,770 shares
    Change vs previous 13F -4,145 shares

    8.77% of the 13F portfolio, value $16,565,329.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 139,915 shares
    Change vs previous 13F +7,396 shares

    9.02% of the 13F portfolio, value $17,995,827.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 132,519 shares
    Change vs previous 13F not available

    8.19% of the 13F portfolio, value $16,647,042.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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