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Squire Investment Management Company, LLC: ITOT position timeline

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

Squire Investment Management Company, LLC held 242,293 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,293 shares
    Change vs previous 13F +10,092 shares

    9.58% of the 13F portfolio, value $39,801,462.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 232,201 shares
    Change vs previous 13F +16,821 shares

    9.19% of the 13F portfolio, value $33,072,415.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 215,380 shares
    Change vs previous 13F +14,829 shares

    9.69% of the 13F portfolio, value $32,024,915.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, LLC
    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 200,551 shares
    Change vs previous 13F +9,530 shares

    9.51% of the 13F portfolio, value $29,210,305.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, LLC
    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 191,021 shares
    Change vs previous 13F +9,030 shares

    9.51% of the 13F portfolio, value $25,795,418.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, LLC
    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 181,991 shares
    Change vs previous 13F +7,493 shares

    9.25% of the 13F portfolio, value $22,204,719.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, LLC
    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 174,498 shares
    Change vs previous 13F +19,309 shares

    9.88% of the 13F portfolio, value $22,443,924.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, LLC
    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 155,189 shares
    Change vs previous 13F not available

    9.27% of the 13F portfolio, value $19,494,825.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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