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Disclosery

Rossby Financial, LCC: ITOT position timeline

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

Rossby Financial, LCC held 756 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 756 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $124,188.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    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 723 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $103,714.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    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 725 shares
    Change vs previous 13F -143 shares

    0.03% of the 13F portfolio, value $107,800.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    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 868 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $126,876.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    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 794 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $107,222.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    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 482 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $57,903.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

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