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SFG Wealth Management, LLC.: ITOT position timeline

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

SFG Wealth Management, LLC. held 21,290 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,290 shares
    Change vs previous 13F -478 shares

    1.26% of the 13F portfolio, value $3,497,342.

    13F-HR 0001908914-26-000005 filed by SFG 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 21,768 shares
    Change vs previous 13F +84 shares

    1.28% of the 13F portfolio, value $3,100,458.

    13F-HR 0001908914-26-000003 filed by SFG 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 21,684 shares
    Change vs previous 13F +58 shares

    1.27% of the 13F portfolio, value $3,224,259.

    13F-HR 0001908914-26-000002 filed by SFG 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 21,626 shares
    Change vs previous 13F -5,395 shares

    1.36% of the 13F portfolio, value $3,149,814.

    13F-HR 0001908914-25-000005 filed by SFG 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 27,021 shares
    Change vs previous 13F +13,498 shares

    2.2% of the 13F portfolio, value $3,648,889.

    13F-HR 0001085146-25-004187 filed by SFG 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 13,523 shares
    Change vs previous 13F -335 shares

    0.81% of the 13F portfolio, value $1,649,912.

    13F-HR 0001085146-25-002300 filed by SFG 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 13,858 shares
    Change vs previous 13F -164 shares

    0.94% of the 13F portfolio, value $1,782,386.

    13F-HR 0001085146-25-000281 filed by SFG 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 14,022 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,761,414.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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