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SC&H Financial Advisors, Inc.: ITOT position timeline

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

SC&H Financial Advisors, Inc. held 21,363 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,363 shares
    Change vs previous 13F -347 shares

    0.49% of the 13F portfolio, value $3,552,250.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,710 shares
    Change vs previous 13F +46 shares

    0.47% of the 13F portfolio, value $3,566,345.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,664 shares
    Change vs previous 13F -725 shares

    0.47% of the 13F portfolio, value $3,085,661.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,389 shares
    Change vs previous 13F -321 shares

    0.52% of the 13F portfolio, value $3,328,948.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,710 shares
    Change vs previous 13F -82 shares

    0.54% of the 13F portfolio, value $3,307,741.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,792 shares
    Change vs previous 13F +1,579 shares

    0.53% of the 13F portfolio, value $3,077,891.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,213 shares
    Change vs previous 13F -1,005 shares

    0.51% of the 13F portfolio, value $2,588,234.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,218 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,857,683.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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