RAND WEALTH, LLC: ITOT position timeline

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

RAND WEALTH, LLC held 4,360 ITOT shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

period ended2018-09-30
13F 4,360 shares
Change vs previous 13F -552 shares
0.03% of the 13F portfolio, value $291,000.
13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
Filed 2018-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-06-30
13F 4,912 shares
Change vs previous 13F -48 shares
0.03% of the 13F portfolio, value $307,000.
13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
Filed 2018-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-03-31
13F 4,960 shares
Change vs previous 13F +844 shares
0.03% of the 13F portfolio, value $300,000.
13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
Filed 2018-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-12-31
13F 4,116 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $252,000.
13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
Filed 2018-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC
Acceptance time not in the bulk data set (spec §4.2).