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Prasad Wealth Partners, LLC: ITOT position timeline

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

Prasad Wealth Partners, LLC held 37,896 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,896 shares
    Change vs previous 13F -30,333 shares

    1.5% of the 13F portfolio, value $6,225,223.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, 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 68,229 shares
    Change vs previous 13F +1,212 shares

    2.65% of the 13F portfolio, value $9,717,857.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, 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 67,017 shares
    Change vs previous 13F -667 shares

    2.66% of the 13F portfolio, value $9,964,726.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, 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 67,684 shares
    Change vs previous 13F -31,441 shares

    2.75% of the 13F portfolio, value $9,858,206.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, 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 99,125 shares
    Change vs previous 13F -95,746 shares

    3.92% of the 13F portfolio, value $13,385,775.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, 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 194,871 shares
    Change vs previous 13F +11,646 shares

    7.76% of the 13F portfolio, value $23,776,268.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, 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 183,225 shares
    Change vs previous 13F not available

    7.62% of the 13F portfolio, value $23,566,460.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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