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Sincerus Advisory, LLC: ITOT position timeline

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

Sincerus Advisory, LLC held 2,703 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 2,703 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $449,446.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,701 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $443,714.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    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 2,699 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $384,479.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,698 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $401,229.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,696 shares
    Change vs previous 13F +2 shares

    0.34% of the 13F portfolio, value $392,710.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,694 shares
    Change vs previous 13F +2 shares

    0.35% of the 13F portfolio, value $375,380.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
    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 2,692 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $328,503.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,691 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $346,052.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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