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Procyon Advisors, LLC: ITOT position timeline

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

Procyon Advisors, LLC held 260,383 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,383 shares
    Change vs previous 13F -27,554 shares

    1.85% of the 13F portfolio, value $42,773,112.

    13F-HR 0001951757-26-000939 filed by Procyon 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 287,937 shares
    Change vs previous 13F -30,333 shares

    2.02% of the 13F portfolio, value $41,010,901.

    13F-HR 0001951757-26-000765 filed by Procyon 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 318,270 shares
    Change vs previous 13F -1,675 shares

    2.35% of the 13F portfolio, value $47,323,567.

    13F-HR 0001951757-26-000027 filed by Procyon 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 319,945 shares
    Change vs previous 13F +314,336 shares

    2.78% of the 13F portfolio, value $46,599,918.

    13F-HR 0001951757-25-001218 filed by Procyon 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 5,609 shares
    Change vs previous 13F -147 shares

    0.07% of the 13F portfolio, value $757,402.

    13F-HR 0001951757-25-000600 filed by Procyon 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 5,756 shares
    Change vs previous 13F -432 shares

    0.04% of the 13F portfolio, value $702,245.

    13F-HR 0001951757-25-000320 filed by Procyon 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 6,188 shares
    Change vs previous 13F -326 shares

    0.05% of the 13F portfolio, value $795,880.

    13F-HR 0001951757-25-000036 filed by Procyon 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 6,514 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $818,270.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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