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Disclosery

Snider Financial Group: ITOT position timeline

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

Snider Financial Group held 19,104 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,104 shares
    Change vs previous 13F +3 shares

    0.8% of the 13F portfolio, value $3,138,277.

    13F-HR 0001951757-26-000994 filed by Snider Financial Group
    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 19,101 shares
    Change vs previous 13F +520 shares

    0.82% of the 13F portfolio, value $2,720,536.

    13F-HR 0001951757-26-000608 filed by Snider Financial Group
    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 18,581 shares
    Change vs previous 13F -978 shares

    0.74% of the 13F portfolio, value $2,762,788.

    13F-HR 0001951757-26-000257 filed by Snider Financial Group
    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 19,559 shares
    Change vs previous 13F +399 shares

    0.78% of the 13F portfolio, value $2,848,768.

    13F-HR 0001951757-25-001312 filed by Snider Financial Group
    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 19,160 shares
    Change vs previous 13F -890 shares

    0.75% of the 13F portfolio, value $2,587,366.

    13F-HR 0001951757-25-001029 filed by Snider Financial Group
    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 20,050 shares
    Change vs previous 13F -944 shares

    0.79% of the 13F portfolio, value $2,446,300.

    13F-HR 0001951757-25-000328 filed by Snider Financial Group
    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 20,994 shares
    Change vs previous 13F -202 shares

    0.84% of the 13F portfolio, value $2,700,248.

    13F-HR 0001951757-25-000191 filed by Snider Financial Group
    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 21,196 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,662,642.

    13F-HR 0001951757-24-001180 filed by Snider Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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