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Private Wealth Asset Management, LLC: ITOT position timeline

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

Private Wealth Asset Management, LLC held 81,863 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,863 shares
    Change vs previous 13F +5,012 shares

    1.3% of the 13F portfolio, value $13,447,609.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset 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 76,851 shares
    Change vs previous 13F +1,608 shares

    1.17% of the 13F portfolio, value $10,945,951.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset 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 75,243 shares
    Change vs previous 13F -560 shares

    1.22% of the 13F portfolio, value $11,187,895.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset 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 75,803 shares
    Change vs previous 13F +379 shares

    1.3% of the 13F portfolio, value $11,040,691.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset 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 75,424 shares
    Change vs previous 13F +6,568 shares

    1.35% of the 13F portfolio, value $10,185,272.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset 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 68,856 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,401,165.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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