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PALISADE CAPITAL MANAGEMENT, LP: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALISADE CAPITAL MANAGEMENT, LP on ITOT, newest first. How the timeline and the estimate are built.

PALISADE CAPITAL MANAGEMENT, LP held 12,050 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,050 shares
    Change vs previous 13F +1,330 shares

    0.09% of the 13F portfolio, value $1,979,518.

    13F-HR 0001009006-26-000003 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 10,720 shares
    Change vs previous 13F +3,719 shares

    0.05% of the 13F portfolio, value $1,526,912.

    13F-HR 0001009006-26-000002 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 7,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,040,979.

    13F-HR 0001009006-26-000001 filed by PALISADE CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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