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Peirce Capital Management, LLC: ITOT position timeline

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

Peirce Capital Management, LLC held 166,936 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,936 shares
    Change vs previous 13F +7,535 shares

    10.05% of the 13F portfolio, value $27,422,520.

    13F-HR 0002008166-26-000004 filed by Peirce 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 159,401 shares
    Change vs previous 13F +7,273 shares

    8.88% of the 13F portfolio, value $22,703,463.

    13F-HR 0002008166-26-000002 filed by Peirce 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 152,128 shares
    Change vs previous 13F -356 shares

    9% of the 13F portfolio, value $22,619,936.

    13F-HR 0002008166-26-000001 filed by Peirce 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 152,484 shares
    Change vs previous 13F +7,025 shares

    9.23% of the 13F portfolio, value $22,209,236.

    13F-HR 0002008166-25-000007 filed by Peirce 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 145,459 shares
    Change vs previous 13F -13,035 shares

    8.71% of the 13F portfolio, value $19,642,729.

    13F-HR 0002008166-25-000005 filed by Peirce 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 158,494 shares
    Change vs previous 13F +28,058 shares

    9.57% of the 13F portfolio, value $19,337,844.

    13F-HR 0002008166-25-000004 filed by Peirce 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 130,436 shares
    Change vs previous 13F +4,922 shares

    8.61% of the 13F portfolio, value $16,776,629.

    13F-HR 0002008166-25-000001 filed by Peirce 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 125,514 shares
    Change vs previous 13F not available

    7.92% of the 13F portfolio, value $15,767,014.

    13F-HR 0002008166-24-000006 filed by Peirce Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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