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Sage Mountain Advisors LLC: ITOT position timeline

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

Sage Mountain Advisors LLC held 80,034 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,034 shares
    Change vs previous 13F +385 shares

    0.81% of the 13F portfolio, value $13,147,202.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 79,649 shares
    Change vs previous 13F +21,978 shares

    0.79% of the 13F portfolio, value $11,344,379.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 57,671 shares
    Change vs previous 13F +1,304 shares

    0.45% of the 13F portfolio, value $8,575,125.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 56,367 shares
    Change vs previous 13F +6,228 shares

    0.47% of the 13F portfolio, value $8,209,838.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 50,139 shares
    Change vs previous 13F +20,869 shares

    0.44% of the 13F portfolio, value $6,770,829.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 29,270 shares
    Change vs previous 13F +3,255 shares

    0.26% of the 13F portfolio, value $3,571,185.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 26,015 shares
    Change vs previous 13F +864 shares

    0.24% of the 13F portfolio, value $3,346,054.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors 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 25,151 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,159,417.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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