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Nicholson Meyer Capital Management, Inc.: ITOT position timeline

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

Nicholson Meyer Capital Management, Inc. held 23,285 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 23,285 shares
    Change vs previous 13F -265 shares

    2.55% of the 13F portfolio, value $3,824,988.

    13F-HR 0002065771-26-000009 filed by Nicholson Meyer 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 23,550 shares
    Change vs previous 13F -1,694 shares

    2.57% of the 13F portfolio, value $3,354,191.

    13F-HR 0002065771-26-000004 filed by Nicholson Meyer 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 25,244 shares
    Change vs previous 13F +82 shares

    2.84% of the 13F portfolio, value $3,753,492.

    13F-HR 0002065771-26-000002 filed by Nicholson Meyer 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 25,162 shares
    Change vs previous 13F -346 shares

    2.82% of the 13F portfolio, value $3,664,808.

    13F-HR 0002065771-25-000001 filed by Nicholson Meyer 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 25,508 shares
    Change vs previous 13F +5,044 shares

    2.92% of the 13F portfolio, value $3,444,539.

    13F-HR 0001085146-25-003936 filed by Nicholson Meyer 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 20,464 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,496,749.

    13F-HR 0001085146-25-002355 filed by Nicholson Meyer Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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