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Disclosery

Rede Wealth, LLC: ITOT position timeline

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

Rede Wealth, LLC held 65,308 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,308 shares
    Change vs previous 13F +4,837 shares

    3.55% of the 13F portfolio, value $10,728,175.

    13F-HR 0001842054-26-000004 filed by Rede Wealth, 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 60,471 shares
    Change vs previous 13F +2,829 shares

    3.1% of the 13F portfolio, value $8,612,913.

    13F-HR 0001842054-26-000002 filed by Rede Wealth, 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 57,642 shares
    Change vs previous 13F +57,642 shares

    2.98% of the 13F portfolio, value $8,570,807.

    13F-HR 0001842054-26-000001 filed by Rede Wealth, 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 0 shares
    Change vs previous 13F -71,293 shares

    13F-HR 0001842054-25-000007 filed by Rede Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 71,293 shares
    Change vs previous 13F +1,913 shares

    3.48% of the 13F portfolio, value $9,627,399.

    13F-HR 0001842054-25-000005 filed by Rede Wealth, 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 69,380 shares
    Change vs previous 13F +2,160 shares

    2.99% of the 13F portfolio, value $8,465,037.

    13F-HR 0001842054-25-000003 filed by Rede Wealth, 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 67,220 shares
    Change vs previous 13F -668 shares

    3.31% of the 13F portfolio, value $8,645,809.

    13F-HR 0001842054-25-000001 filed by Rede Wealth, 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 67,888 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $8,528,053.

    13F-HR 0001842054-24-000005 filed by Rede Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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