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PENOBSCOT WEALTH MANAGEMENT: ITOT position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 9,638 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,638 shares
    Change vs previous 13F -55 shares

    0.42% of the 13F portfolio, value $1,583,203.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 9,693 shares
    Change vs previous 13F -11 shares

    0.41% of the 13F portfolio, value $1,380,586.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 9,704 shares
    Change vs previous 13F +32 shares

    0.45% of the 13F portfolio, value $1,442,885.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 9,672 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,408,768.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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