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Disclosery

Ruggaard & Associates LLC: ITOT position timeline

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

Ruggaard & Associates LLC held 2,367 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,367 shares
    Change vs previous 13F -33 shares

    0.14% of the 13F portfolio, value $388,827.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 2,400 shares
    Change vs previous 13F -1,010 shares

    0.14% of the 13F portfolio, value $341,832.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 3,410 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $507,033.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 3,410 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $496,667.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 3,410 shares
    Change vs previous 13F -1,008 shares

    0.19% of the 13F portfolio, value $460,486.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 4,418 shares
    Change vs previous 13F -1,957 shares

    0.24% of the 13F portfolio, value $539,033.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 6,375 shares
    Change vs previous 13F +1,960 shares

    0.36% of the 13F portfolio, value $820,013.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 4,415 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $554,567.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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