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Disclosery

Ruggiero Investments, Inc.: ITOT position timeline

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

Ruggiero Investments, Inc. held 2,543 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,543 shares
    Change vs previous 13F +377 shares

    0.35% of the 13F portfolio, value $417,739.

    13F-HR 0002110677-26-000003 filed by Ruggiero Investments, Inc.
    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 2,166 shares
    Change vs previous 13F -180 shares

    0.3% of the 13F portfolio, value $308,503.

    13F-HR 0002110677-26-000002 filed by Ruggiero Investments, Inc.
    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 2,346 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $348,827.

    13F-HR 0002110677-26-000001 filed by Ruggiero Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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