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Rolek Wealth Management LLC: ITOT position timeline

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

Rolek Wealth Management LLC held 7,251 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,251 shares
    Change vs previous 13F +557 shares

    0.67% of the 13F portfolio, value $1,191,112.

    13F-HR 0001951757-26-001010 filed by Rolek Wealth Management 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 6,694 shares
    Change vs previous 13F -99 shares

    0.68% of the 13F portfolio, value $953,493.

    13F-HR 0001951757-26-000692 filed by Rolek Wealth Management 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 6,793 shares
    Change vs previous 13F -75 shares

    0.69% of the 13F portfolio, value $1,010,078.

    13F-HR 0001951757-26-000306 filed by Rolek Wealth Management 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 6,868 shares
    Change vs previous 13F +217 shares

    0.75% of the 13F portfolio, value $1,000,319.

    13F-HR 0001951757-25-001226 filed by Rolek Wealth Management 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 6,651 shares
    Change vs previous 13F -1,066 shares

    0.78% of the 13F portfolio, value $898,136.

    13F-HR 0001951757-25-000890 filed by Rolek Wealth Management 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 7,717 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $902,978.

    13F-HR 0001951757-25-000385 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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