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Disclosery

ORG Partners LLC: ITOT position timeline

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

ORG Partners LLC held 2,500 ITOT shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,500 shares
    Change vs previous 13F +212 shares

    0.07% of the 13F portfolio, value $371,809.

    13F-HR 0001979372-26-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,288 shares
    Change vs previous 13F +93 shares

    0.06% of the 13F portfolio, value $333,488.

    13F-HR 0001979372-25-000008 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,195 shares
    Change vs previous 13F +225 shares

    0.06% of the 13F portfolio, value $296,623.

    13F-HR 0001979372-25-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,970 shares
    Change vs previous 13F -87,299 shares

    0.06% of the 13F portfolio, value $241,369.

    13F-HR 0002032602-25-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 89,269 shares
    Change vs previous 13F +887 shares

    1.56% of the 13F portfolio, value $11,481,937.

    13F-HR 0001979372-25-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 88,382 shares
    Change vs previous 13F +19,321 shares

    1.78% of the 13F portfolio, value $11,102,699.

    13F-HR 0001979372-24-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 69,061 shares
    Change vs previous 13F +69,061 shares

    1.02% of the 13F portfolio, value $8,214,964.

    13F-HR 0001979372-24-000003 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001979372-24-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.