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Disclosery

Shira Ridge Wealth Management: ITOT position timeline

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

Shira Ridge Wealth Management held 2,505 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,505 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $416,531.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,505 shares
    Change vs previous 13F -93 shares

    0.14% of the 13F portfolio, value $411,496.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    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 2,598 shares
    Change vs previous 13F -35 shares

    0.15% of the 13F portfolio, value $370,033.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    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 2,633 shares
    Change vs previous 13F -152 shares

    0.16% of the 13F portfolio, value $391,501.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 2,785 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $405,635.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 2,785 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $376,086.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 2,785 shares
    Change vs previous 13F -3 shares

    0.17% of the 13F portfolio, value $339,798.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 2,788 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $358,593.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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