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Northeast Financial Consultants Inc: ITOT position timeline

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

Northeast Financial Consultants Inc held 166,245 ITOT shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 166,245 shares
    Change vs previous 13F +23 shares

    0.92% of the 13F portfolio, value $22,449,755.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 166,222 shares
    Change vs previous 13F -55,498 shares

    0.9% of the 13F portfolio, value $20,280,788.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 221,720 shares
    Change vs previous 13F +238 shares

    1.2% of the 13F portfolio, value $28,517,620.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 221,482 shares
    Change vs previous 13F +2,303 shares

    1.22% of the 13F portfolio, value $27,822,569.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 219,179 shares
    Change vs previous 13F +22 shares

    1.2% of the 13F portfolio, value $26,034,026.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 219,157 shares
    Change vs previous 13F +78,522 shares

    1.24% of the 13F portfolio, value $25,268,769.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 140,635 shares
    Change vs previous 13F +110,285 shares

    0.82% of the 13F portfolio, value $14,799,043.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 30,350 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,858,667.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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