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MontVue Capital Management, Inc.: ITOT position timeline

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

MontVue Capital Management, Inc. held 186,235 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,235 shares
    Change vs previous 13F -5,608 shares

    17.6% of the 13F portfolio, value $30,592,874.

    13F-HR 0002085853-26-000867 filed by MontVue Capital Management, 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 191,843 shares
    Change vs previous 13F +1,948 shares

    18.62% of the 13F portfolio, value $27,324,243.

    13F-HR 0002085853-26-000395 filed by MontVue Capital Management, 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 189,895 shares
    Change vs previous 13F -379 shares

    18.78% of the 13F portfolio, value $28,235,534.

    13F-HR 0002085853-26-000106 filed by MontVue Capital Management, 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 190,274 shares
    Change vs previous 13F +2,629 shares

    18.58% of the 13F portfolio, value $27,713,453.

    13F-HR 0002085853-25-000202 filed by MontVue Capital Management, 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 187,645 shares
    Change vs previous 13F +11,306 shares

    18.04% of the 13F portfolio, value $25,339,645.

    13F-HR 0001667731-25-000843 filed by MontVue Capital Management, 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 176,339 shares
    Change vs previous 13F +373 shares

    17.22% of the 13F portfolio, value $21,515,180.

    13F-HR 0001667731-25-000542 filed by MontVue Capital Management, 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 175,966 shares
    Change vs previous 13F +5,235 shares

    17.26% of the 13F portfolio, value $22,632,809.

    13F-HR 0001667731-25-000160 filed by MontVue Capital Management, 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 170,731 shares
    Change vs previous 13F not available

    16.46% of the 13F portfolio, value $21,447,288.

    13F-HR 0002008758-24-000005 filed by MontVue Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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