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Disclosery

NWF Advisory Services Inc.: ITOT position timeline

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

NWF Advisory Services Inc. held 111,718 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,718 shares
    Change vs previous 13F +427 shares

    1.73% of the 13F portfolio, value $18,351,933.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services 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 111,291 shares
    Change vs previous 13F +1,888 shares

    1.79% of the 13F portfolio, value $15,851,183.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services 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 109,403 shares
    Change vs previous 13F -1,700 shares

    1.8% of the 13F portfolio, value $16,267,135.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services 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 111,103 shares
    Change vs previous 13F +1,688 shares

    1.78% of the 13F portfolio, value $16,182,168.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services 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 109,415 shares
    Change vs previous 13F -134 shares

    1.76% of the 13F portfolio, value $14,775,398.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services 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 109,549 shares
    Change vs previous 13F +4,040 shares

    1.88% of the 13F portfolio, value $13,366,074.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 105,509 shares
    Change vs previous 13F -1,527 shares

    1.99% of the 13F portfolio, value $13,570,569.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 107,036 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $13,445,813.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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