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Disclosery

Prism Planning Partners LLC: ITOT position timeline

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

Prism Planning Partners LLC held 174,303 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 174,303 shares
    Change vs previous 13F +5,289 shares

    30.3% of the 13F portfolio, value $28,632,708.

    13F-HR 0002110534-26-000003 filed by Prism Planning 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 169,014 shares
    Change vs previous 13F +6,980 shares

    28.47% of the 13F portfolio, value $24,072,702.

    13F-HR 0002110534-26-000002 filed by Prism Planning 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 162,034 shares
    Change vs previous 13F not available

    27.03% of the 13F portfolio, value $24,092,874.

    13F-HR 0002110534-26-000001 filed by Prism Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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