Skip to content
Disclosery

Serenus Wealth Advisors, LLC: ITOT position timeline

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

Serenus Wealth Advisors, LLC held 18,136 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 18,136 shares
    Change vs previous 13F -1,156 shares

    0.52% of the 13F portfolio, value $2,979,132.

    13F-HR 0001765380-26-000283 filed by Serenus Wealth 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 19,292 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,747,702.

    13F-HR 0001765380-26-000126 filed by Serenus Wealth 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 19,292 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,868,467.

    13F-HR 0001765380-26-000048 filed by Serenus Wealth 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 19,292 shares
    Change vs previous 13F +1,094 shares

    0.48% of the 13F portfolio, value $2,809,821.

    13F-HR 0001765380-25-000444 filed by Serenus Wealth 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 18,198 shares
    Change vs previous 13F -5,632 shares

    0.42% of the 13F portfolio, value $2,457,403.

    13F-HR 0001765380-25-000373 filed by Serenus Wealth 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 23,830 shares
    Change vs previous 13F +20 shares

    0.48% of the 13F portfolio, value $2,907,454.

    13F-HR 0001765380-25-000180 filed by Serenus Wealth 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 23,810 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,062,390.

    13F-HR 0001765380-25-000016 filed by Serenus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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