O'Brien Wealth Partners LLC: ITOT position timeline

O'Brien Wealth Partners LLC held 447,667 ITOT shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 447,667 shares

   Change vs previous 13F -3,725 shares

   8.8% of the 13F portfolio, value $66,563,594.

   13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 451,392 shares

   Change vs previous 13F -4,956 shares

   8.9% of the 13F portfolio, value $65,745,203.

   13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 456,348 shares

   Change vs previous 13F -6,501 shares

   9.67% of the 13F portfolio, value $61,625,296.

   13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 462,849 shares

   Change vs previous 13F -8,059 shares

   10.51% of the 13F portfolio, value $56,472,148.

   13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 470,908 shares

   Change vs previous 13F -1,487 shares

   10.91% of the 13F portfolio, value $60,568,147.

   13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 472,395 shares

   Change vs previous 13F -14,937 shares

   11.64% of the 13F portfolio, value $59,342,293.

   13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 487,332 shares

   Change vs previous 13F -455,583 shares

   13.01% of the 13F portfolio, value $57,885,309.

   13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 942,915 shares

   Change vs previous 13F not available

   25.14% of the 13F portfolio, value $108,718,117.

   13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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