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Stephenson & Company, Inc.: ITOT position timeline

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

Stephenson & Company, Inc. held 13,202 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 13,202 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,168,693.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, Inc.
    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 13,202 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $1,880,361.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, Inc.
    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 13,202 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,963,005.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, Inc.
    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 13,202 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $1,922,871.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, Inc.
    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 13,202 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,782,798.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, Inc.
    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 13,202 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,610,776.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, Inc.
    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 13,202 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $1,698,041.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, Inc.
    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 13,202 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,658,435.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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