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Disclosery

Monument Capital Management: ITOT position timeline

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

Monument Capital Management held 56,035 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,035 shares
    Change vs previous 13F -923 shares

    1.94% of the 13F portfolio, value $9,317,504.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,958 shares
    Change vs previous 13F -2,024 shares

    1.88% of the 13F portfolio, value $9,356,540.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    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 58,982 shares
    Change vs previous 13F -609 shares

    2.1% of the 13F portfolio, value $8,400,807.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    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 59,591 shares
    Change vs previous 13F -921 shares

    2.2% of the 13F portfolio, value $8,860,581.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    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 60,512 shares
    Change vs previous 13F -841 shares

    2.2% of the 13F portfolio, value $8,813,645.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    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 61,353 shares
    Change vs previous 13F -1,586 shares

    2.16% of the 13F portfolio, value $8,285,055.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    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 62,939 shares
    Change vs previous 13F -163,419 shares

    2.36% of the 13F portfolio, value $7,679,190.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    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 226,358 shares
    Change vs previous 13F not available

    8.03% of the 13F portfolio, value $29,114,116.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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