Skip to content
Disclosery

Spectrum Wealth Counsel, LLC: ITOT position timeline

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

Spectrum Wealth Counsel, LLC held 769 ITOT shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 769 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $93,826.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 774 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $99,552.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 723 shares
    Change vs previous 13F -11,500 shares

    0.01% of the 13F portfolio, value $90,824.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,223 shares
    Change vs previous 13F -5 shares

    0.18% of the 13F portfolio, value $1,451,848.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,228 shares
    Change vs previous 13F -34 shares

    0.17% of the 13F portfolio, value $1,409,889.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 12,262 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,290,331.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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