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Disclosery

Penney Financial, LLC: ITOT position timeline

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

Penney Financial, LLC held 5,246 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 5,246 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $861,760.

    13F-HR 0002049857-26-000004 filed by Penney Financial, 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 5,246 shares
    Change vs previous 13F +1,765 shares

    0.29% of the 13F portfolio, value $747,188.

    13F-HR 0002049857-26-000003 filed by Penney Financial, 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 3,481 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $517,590.

    13F-HR 0002049857-26-000001 filed by Penney Financial, 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 3,481 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $507,008.

    13F-HR 0002049857-25-000005 filed by Penney Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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