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Provenance Wealth Advisors, LLC: ITOT position timeline

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

Provenance Wealth Advisors, LLC held 1,494,425 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,494,425 shares
    Change vs previous 13F -15,786 shares

    23.39% of the 13F portfolio, value $245,489,216.

    13F-HR 0002081584-26-000004 filed by Provenance Wealth 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 1,510,211 shares
    Change vs previous 13F -96,479 shares

    22.77% of the 13F portfolio, value $215,099,284.

    13F-HR 0002081584-26-000003 filed by Provenance Wealth 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 1,606,690 shares
    Change vs previous 13F -40,503 shares

    26.48% of the 13F portfolio, value $238,898,782.

    13F-HR 0002081584-26-000001 filed by Provenance Wealth 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 1,647,193 shares
    Change vs previous 13F -5,137 shares

    31.01% of the 13F portfolio, value $239,913,631.

    13F-HR 0002081584-25-000010 filed by Provenance Wealth 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 1,652,330 shares
    Change vs previous 13F -61,249 shares

    32.05% of the 13F portfolio, value $223,130,587.

    13F-HR 0001932363-25-000002 filed by Provenance Wealth 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 1,713,579 shares
    Change vs previous 13F -15,778 shares

    30.06% of the 13F portfolio, value $209,073,713.

    13F-HR 0002081584-25-000007 filed by Provenance Wealth 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 1,729,357 shares
    Change vs previous 13F -1,199 shares

    28.74% of the 13F portfolio, value $222,429,842.

    13F-HR 0002081584-25-000006 filed by Provenance Wealth 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 1,730,556 shares
    Change vs previous 13F not available

    27.16% of the 13F portfolio, value $217,392,471.

    13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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