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REGATTA CAPITAL GROUP, LLC: ITOT position timeline

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

REGATTA CAPITAL GROUP, LLC held 401,634 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,634 shares
    Change vs previous 13F +12,142 shares

    8.87% of the 13F portfolio, value $65,976,422.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, 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 389,492 shares
    Change vs previous 13F +11,689 shares

    8.4% of the 13F portfolio, value $55,475,356.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, 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 377,803 shares
    Change vs previous 13F +739 shares

    8.48% of the 13F portfolio, value $56,175,528.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, 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 377,064 shares
    Change vs previous 13F +2,943 shares

    8.67% of the 13F portfolio, value $54,919,423.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, 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 374,121 shares
    Change vs previous 13F -4,529 shares

    8.67% of the 13F portfolio, value $50,521,337.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, 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 378,650 shares
    Change vs previous 13F +5,293 shares

    8.95% of the 13F portfolio, value $46,199,122.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, 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 373,357 shares
    Change vs previous 13F +9,936 shares

    9.31% of the 13F portfolio, value $48,021,175.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, 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 363,421 shares
    Change vs previous 13F not available

    8.86% of the 13F portfolio, value $45,653,003.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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