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Disclosery

Smith Anglin Financial, LLC: ITOT position timeline

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

Smith Anglin Financial, LLC held 5,829 ITOT shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,829 shares
    Change vs previous 13F +3,147 shares

    0.07% of the 13F portfolio, value $787,144.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,682 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $327,270.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,659 shares
    Change vs previous 13F -1,013 shares

    0.03% of the 13F portfolio, value $342,050.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,672 shares
    Change vs previous 13F +1,819 shares

    0.04% of the 13F portfolio, value $461,275.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,853 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $220,147.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,868 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $215,426.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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