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Prime Capital Investment Advisors, LLC: ITOT position timeline

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

Prime Capital Investment Advisors, LLC held 1,517,244 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,517,244 shares
    Change vs previous 13F -99,174 shares

    2.42% of the 13F portfolio, value $249,237,692.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment 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 ended2026-03-31
    13F 1,616,418 shares
    Change vs previous 13F +68,712 shares

    2.66% of the 13F portfolio, value $230,226,389.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment 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 ended2025-12-31
    13F 1,547,706 shares
    Change vs previous 13F -12,977 shares

    2.8% of the 13F portfolio, value $230,128,398.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment 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 ended2025-09-30
    13F 1,560,683 shares
    Change vs previous 13F -5,998 shares

    2.85% of the 13F portfolio, value $227,313,527.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment 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 ended2025-06-30
    13F 1,566,681 shares
    Change vs previous 13F -440,763 shares

    2.81% of the 13F portfolio, value $211,564,634.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 2,007,444 shares
    Change vs previous 13F +451,621 shares

    2.86% of the 13F portfolio, value $244,928,299.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, 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 1,555,823 shares
    Change vs previous 13F -2,437 shares

    2.91% of the 13F portfolio, value $200,109,898.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, 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 1,558,260 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $195,748,644.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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