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Disclosery

&PARTNERS: ITOT position timeline

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

&PARTNERS held 382,673 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 382,673 shares
    Change vs previous 13F +16,715 shares

    0.26% of the 13F portfolio, value $62,954,088.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 365,958 shares
    Change vs previous 13F +6,524 shares

    0.26% of the 13F portfolio, value $52,083,661.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 359,434 shares
    Change vs previous 13F +54,692 shares

    0.28% of the 13F portfolio, value $53,446,683.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 304,742 shares
    Change vs previous 13F +8,786 shares

    0.28% of the 13F portfolio, value $44,271,957.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 295,956 shares
    Change vs previous 13F -55,529 shares

    0.31% of the 13F portfolio, value $39,776,668.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 351,485 shares
    Change vs previous 13F -42,118 shares

    0.45% of the 13F portfolio, value $42,255,267.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 393,603 shares
    Change vs previous 13F +199,345 shares

    0.61% of the 13F portfolio, value $50,736,382.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 194,258 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $24,341,287.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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