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Disclosery

PFG Investments, LLC: ITOT position timeline

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

PFG Investments, LLC held 66,889 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,889 shares
    Change vs previous 13F -4,809 shares

    0.43% of the 13F portfolio, value $10,987,834.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 71,698 shares
    Change vs previous 13F +4,351 shares

    0.48% of the 13F portfolio, value $10,211,950.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 67,347 shares
    Change vs previous 13F +7,267 shares

    0.47% of the 13F portfolio, value $10,013,817.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 60,080 shares
    Change vs previous 13F +4,283 shares

    0.45% of the 13F portfolio, value $8,750,667.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 55,797 shares
    Change vs previous 13F +6,076 shares

    0.44% of the 13F portfolio, value $7,534,767.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 49,721 shares
    Change vs previous 13F +4,699 shares

    0.39% of the 13F portfolio, value $6,066,452.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 45,022 shares
    Change vs previous 13F -3,289 shares

    0.36% of the 13F portfolio, value $5,790,757.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 48,311 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,068,773.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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