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SJBENEN ADVISORY, LLC: ITOT position timeline

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

SJBENEN ADVISORY, LLC held 107,979 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,979 shares
    Change vs previous 13F +46,498 shares

    10.48% of the 13F portfolio, value $17,693,152.

    13F-HR 0002085853-26-000975 filed by SJBENEN ADVISORY, 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 61,481 shares
    Change vs previous 13F -47,552 shares

    7.31% of the 13F portfolio, value $8,756,739.

    13F-HR 0002085853-26-000365 filed by SJBENEN 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 ended2025-12-31
    13F 109,033 shares
    Change vs previous 13F not available

    16.71% of the 13F portfolio, value $16,212,117.

    13F-HR 0002085853-26-000037 filed by SJBENEN ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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