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ROMANO BROTHERS AND COMPANY: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMANO BROTHERS AND COMPANY on ITOT, newest first. How the timeline and the estimate are built.

ROMANO BROTHERS AND COMPANY held 125,216 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,216 shares
    Change vs previous 13F -1,310 shares

    2.07% of the 13F portfolio, value $20,569,228.

    13F-HR 0001754960-26-000598 filed by ROMANO BROTHERS AND COMPANY
    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 126,526 shares
    Change vs previous 13F +748 shares

    2.05% of the 13F portfolio, value $18,021,056.

    13F-HR 0001754960-26-000305 filed by ROMANO BROTHERS AND COMPANY
    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 125,778 shares
    Change vs previous 13F -155 shares

    2.13% of the 13F portfolio, value $18,701,923.

    13F-HR 0001754960-26-000057 filed by ROMANO BROTHERS AND COMPANY
    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 125,933 shares
    Change vs previous 13F -3,382 shares

    2.1% of the 13F portfolio, value $18,342,141.

    13F-HR 0001754960-25-000698 filed by ROMANO BROTHERS AND COMPANY
    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 129,315 shares
    Change vs previous 13F +4,355 shares

    2.16% of the 13F portfolio, value $17,462,633.

    13F-HR 0001754960-25-000439 filed by ROMANO BROTHERS AND COMPANY
    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 124,960 shares
    Change vs previous 13F +963 shares

    1.97% of the 13F portfolio, value $15,246,369.

    13F-HR 0001754960-25-000171 filed by ROMANO BROTHERS AND COMPANY
    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 123,997 shares
    Change vs previous 13F -179 shares

    2.01% of the 13F portfolio, value $15,948,484.

    13F-HR 0001754960-25-000036 filed by ROMANO BROTHERS AND COMPANY
    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 124,176 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $15,598,938.

    13F-HR 0001754960-24-000529 filed by ROMANO BROTHERS AND COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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