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Pineridge Advisors LLC: ITOT position timeline

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

Pineridge Advisors LLC held 315,955 ITOT shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 315,955 shares
    Change vs previous 13F -128,601 shares

    13.16% of the 13F portfolio, value $46,018,875.

    13F-HR 0002012421-25-000010 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 444,556 shares
    Change vs previous 13F +18,919 shares

    21.76% of the 13F portfolio, value $60,032,832.

    13F-HR 0002012421-25-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 425,637 shares
    Change vs previous 13F +8,536 shares

    20.29% of the 13F portfolio, value $51,931,932.

    13F-HR 0002012421-25-000006 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 417,101 shares
    Change vs previous 13F +134,830 shares

    20.27% of the 13F portfolio, value $53,647,581.

    13F-HR 0002012421-25-000001 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 282,271 shares
    Change vs previous 13F not available

    13.42% of the 13F portfolio, value $35,458,846.

    13F-HR 0002012421-24-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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