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POWER WEALTH MANAGEMENT LLC: ITOT position timeline

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

POWER WEALTH MANAGEMENT LLC held 4,905 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,905 shares
    Change vs previous 13F +470 shares

    0.28% of the 13F portfolio, value $805,744.

    13F-HR 0001398344-26-013305 filed by POWER WEALTH 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 4,435 shares
    Change vs previous 13F +173 shares

    0.24% of the 13F portfolio, value $631,677.

    13F-HR 0001398344-26-009136 filed by POWER WEALTH 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 4,262 shares
    Change vs previous 13F +537 shares

    0.22% of the 13F portfolio, value $633,717.

    13F-HR 0001398344-26-003201 filed by POWER WEALTH 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 3,725 shares
    Change vs previous 13F +139 shares

    0.2% of the 13F portfolio, value $542,546.

    13F-HR 0001398344-25-020696 filed by POWER WEALTH 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 3,586 shares
    Change vs previous 13F +401 shares

    0.19% of the 13F portfolio, value $484,253.

    13F-HR 0001398344-25-015001 filed by POWER WEALTH 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 3,185 shares
    Change vs previous 13F +1,503 shares

    0.16% of the 13F portfolio, value $388,602.

    13F-HR 0001398344-25-009311 filed by POWER WEALTH 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 1,682 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $216,339.

    13F-HR 0001398344-25-002709 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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