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Mosaic Advisors LLC: ITOT position timeline

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

Mosaic Advisors LLC held 50,527 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,527 shares
    Change vs previous 13F 0 shares

    11.14% of the 13F portfolio, value $8,300,070.

    13F-HR 0001808523-26-000004 filed by Mosaic 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 50,527 shares
    Change vs previous 13F 0 shares

    11.86% of the 13F portfolio, value $7,899,391.

    13F-HR 0001808523-26-000002 filed by Mosaic 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 50,527 shares
    Change vs previous 13F 0 shares

    14.49% of the 13F portfolio, value $7,512,860.

    13F-HR 0001808523-26-000001 filed by Mosaic 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 50,527 shares
    Change vs previous 13F +45,755 shares

    17.83% of the 13F portfolio, value $7,359,258.

    13F-HR 0001808523-25-000008 filed by Mosaic 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 4,772 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $644,465.

    13F-HR 0001808523-25-000007 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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