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Disclosery

Northstar Financial Companies, Inc.: ITOT position timeline

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

Northstar Financial Companies, Inc. held 9,198 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 9,198 shares
    Change vs previous 13F +6 shares

    1.02% of the 13F portfolio, value $1,510,958.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, 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 9,192 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,309,219.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, 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 9,192 shares
    Change vs previous 13F -3,441 shares

    1.09% of the 13F portfolio, value $1,366,760.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, 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 12,633 shares
    Change vs previous 13F -825 shares

    1.7% of the 13F portfolio, value $1,839,998.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, 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 13,458 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $1,817,369.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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