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Schrum Private Wealth Management LLC: ITOT position timeline

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

Schrum Private Wealth Management LLC held 13,303 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,303 shares
    Change vs previous 13F -7,446 shares

    1.9% of the 13F portfolio, value $1,845,337.

    13F-HR 0001914987-26-000003 filed by Schrum Private Wealth Management 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 20,749 shares
    Change vs previous 13F +709 shares

    2.25% of the 13F portfolio, value $2,955,313.

    13F-HR 0001914987-26-000002 filed by Schrum Private Wealth Management 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 20,040 shares
    Change vs previous 13F +552 shares

    2.2% of the 13F portfolio, value $2,979,763.

    13F-HR 0001914987-26-000001 filed by Schrum Private Wealth Management 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 19,488 shares
    Change vs previous 13F +959 shares

    2.08% of the 13F portfolio, value $2,838,372.

    13F-HR 0001914987-25-000004 filed by Schrum Private Wealth Management 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 18,529 shares
    Change vs previous 13F +1,550 shares

    2.01% of the 13F portfolio, value $2,502,340.

    13F-HR 0001085146-25-004091 filed by Schrum Private Wealth Management 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 16,979 shares
    Change vs previous 13F +743 shares

    1.82% of the 13F portfolio, value $2,071,821.

    13F-HR 0001085146-25-002559 filed by Schrum Private Wealth Management 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 16,236 shares
    Change vs previous 13F -1,296 shares

    1.77% of the 13F portfolio, value $2,088,215.

    13F-HR 0001085146-25-000871 filed by Schrum Private Wealth Management 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 17,532 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,202,264.

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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