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SMITH SHELLNUT WILSON LLC /ADV: ITOT position timeline

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

SMITH SHELLNUT WILSON LLC /ADV held 96,560 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,560 shares
    Change vs previous 13F +2,575 shares

    5.92% of the 13F portfolio, value $15,861,865.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 93,985 shares
    Change vs previous 13F -8,685 shares

    5.84% of the 13F portfolio, value $13,386,306.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 102,670 shares
    Change vs previous 13F +5,412 shares

    5.85% of the 13F portfolio, value $15,265,955.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 97,258 shares
    Change vs previous 13F -662 shares

    5.44% of the 13F portfolio, value $14,165,627.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 97,920 shares
    Change vs previous 13F +1 shares

    5.73% of the 13F portfolio, value $13,223,103.

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 97,919 shares
    Change vs previous 13F +12,938 shares

    5.48% of the 13F portfolio, value $11,947,132.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 84,981 shares
    Change vs previous 13F -20,387 shares

    4.84% of the 13F portfolio, value $10,930,216.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 105,368 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $13,236,321.

    13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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