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Roger Wittlin Investment Advisory, LLC: ITOT position timeline

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

Roger Wittlin Investment Advisory, LLC held 91,607 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,607 shares
    Change vs previous 13F +128 shares

    11.82% of the 13F portfolio, value $15,048,377.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 91,479 shares
    Change vs previous 13F -2,714 shares

    10.66% of the 13F portfolio, value $13,029,356.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 94,193 shares
    Change vs previous 13F -16,729 shares

    9.79% of the 13F portfolio, value $14,005,551.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 110,922 shares
    Change vs previous 13F -1,353 shares

    8.98% of the 13F portfolio, value $16,155,723.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 112,275 shares
    Change vs previous 13F -19,012 shares

    8.45% of the 13F portfolio, value $15,161,584.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, 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 131,287 shares
    Change vs previous 13F -764 shares

    9.37% of the 13F portfolio, value $16,018,274.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, 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 132,051 shares
    Change vs previous 13F +40,488 shares

    9.51% of the 13F portfolio, value $16,984,380.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, 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 91,563 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $11,502,137.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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