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Disclosery

Objective Capital Management, LLC: ITOT position timeline

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

Objective Capital Management, LLC held 14,920 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,920 shares
    Change vs previous 13F -293 shares

    2.18% of the 13F portfolio, value $2,450,959.

    13F-HR 0002085853-26-000777 filed by Objective Capital Management, LLC
    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 15,213 shares
    Change vs previous 13F -260 shares

    2.19% of the 13F portfolio, value $2,166,836.

    13F-HR 0002085853-26-000557 filed by Objective Capital Management, LLC
    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 15,473 shares
    Change vs previous 13F +83 shares

    2.34% of the 13F portfolio, value $2,300,650.

    13F-HR 0002085853-26-000200 filed by Objective Capital Management, LLC
    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 15,390 shares
    Change vs previous 13F +25 shares

    2.32% of the 13F portfolio, value $2,241,625.

    13F-HR 0002085853-25-000196 filed by Objective Capital Management, LLC
    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 15,365 shares
    Change vs previous 13F +19 shares

    2.33% of the 13F portfolio, value $2,074,861.

    13F-HR 0001667731-25-001123 filed by Objective Capital Management, LLC
    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 15,346 shares
    Change vs previous 13F +19 shares

    2.39% of the 13F portfolio, value $1,872,327.

    13F-HR 0001667731-25-000601 filed by Objective Capital Management, LLC
    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 15,327 shares
    Change vs previous 13F -437 shares

    1.32% of the 13F portfolio, value $1,971,367.

    13F-HR 0001667731-25-000345 filed by Objective Capital Management, LLC
    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 15,764 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,980,251.

    13F-HR 0001924152-24-000003 filed by Objective Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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