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Patton Albertson Miller Group, LLC: ITOT position timeline

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

Patton Albertson Miller Group, LLC held 165,733 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,733 shares
    Change vs previous 13F -3,388 shares

    2.71% of the 13F portfolio, value $27,224,987.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, 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 169,121 shares
    Change vs previous 13F -12,177 shares

    2.86% of the 13F portfolio, value $24,087,928.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, 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 181,298 shares
    Change vs previous 13F -5,722 shares

    3.17% of the 13F portfolio, value $26,957,224.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller Group, 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 187,020 shares
    Change vs previous 13F -10,214 shares

    3.29% of the 13F portfolio, value $27,239,487.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller Group, 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 197,234 shares
    Change vs previous 13F -10,130 shares

    3.51% of the 13F portfolio, value $26,634,502.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, 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/A 207,364 shares
    Change vs previous 13F -8,481 shares

    3.76% of the 13F portfolio, value $25,300,502.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, 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 215,845 shares
    Change vs previous 13F -4,321 shares

    3.71% of the 13F portfolio, value $27,762,005.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller Group, 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 220,166 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $27,657,274.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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