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Private Advisor Group, LLC: ITOT position timeline

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

Private Advisor Group, LLC held 395,834 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,834 shares
    Change vs previous 13F +91,757 shares

    0.3% of the 13F portfolio, value $65,023,683.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 304,077 shares
    Change vs previous 13F +44,383 shares

    0.2% of the 13F portfolio, value $43,309,625.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 259,694 shares
    Change vs previous 13F -67,390 shares

    0.18% of the 13F portfolio, value $38,613,876.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 327,084 shares
    Change vs previous 13F -4,555 shares

    0.23% of the 13F portfolio, value $47,639,889.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 331,639 shares
    Change vs previous 13F -15,684 shares

    0.24% of the 13F portfolio, value $44,784,461.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 347,323 shares
    Change vs previous 13F -10,657 shares

    0.26% of the 13F portfolio, value $42,376,843.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 357,980 shares
    Change vs previous 13F -38,333 shares

    0.26% of the 13F portfolio, value $46,043,358.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 396,313 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $49,784,845.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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