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Morling Financial Advisors, LLC: ITOT position timeline

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

Morling Financial Advisors, LLC held 17,367 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,367 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $2,852,889.

    13F-HR 0001398344-26-013695 filed by Morling Financial 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 17,367 shares
    Change vs previous 13F -111 shares

    0.76% of the 13F portfolio, value $2,473,591.

    13F-HR 0001398344-26-008544 filed by Morling Financial 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 17,478 shares
    Change vs previous 13F +129 shares

    0.82% of the 13F portfolio, value $2,598,813.

    13F-HR 0001398344-26-002388 filed by Morling Financial 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 17,349 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,526,890.

    13F-HR 0001398344-25-020301 filed by Morling Financial 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 17,349 shares
    Change vs previous 13F -26,240 shares

    0.77% of the 13F portfolio, value $2,342,816.

    13F-HR 0001398344-25-014968 filed by Morling Financial 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 43,589 shares
    Change vs previous 13F -263 shares

    1.83% of the 13F portfolio, value $5,318,299.

    13F-HR 0001398344-25-008787 filed by Morling Financial 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 43,852 shares
    Change vs previous 13F -100 shares

    1.97% of the 13F portfolio, value $5,640,249.

    13F-HR 0001398344-25-002229 filed by Morling Financial 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 43,952 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $5,521,254.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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