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SmartHarvest Portfolios, LLC: ITOT position timeline

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

SmartHarvest Portfolios, LLC held 30,260 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,260 shares
    Change vs previous 13F 0 shares

    1.61% of the 13F portfolio, value $4,970,810.

    13F-HR 0001140361-26-031090 filed by SmartHarvest Portfolios, 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 30,260 shares
    Change vs previous 13F -1,162 shares

    1.8% of the 13F portfolio, value $4,309,932.

    13F-HR 0001140361-26-015749 filed by SmartHarvest Portfolios, 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 31,422 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $4,672,137.

    13F-HR 0001140361-26-004848 filed by SmartHarvest Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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