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STEVENS CAPITAL PARTNERS: ITOT position timeline

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

STEVENS CAPITAL PARTNERS held 123,645 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,645 shares
    Change vs previous 13F +233 shares

    3.86% of the 13F portfolio, value $20,311,221.

    13F-HR 0001965176-26-000003 filed by STEVENS CAPITAL PARTNERS
    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 123,412 shares
    Change vs previous 13F +9,423 shares

    4.23% of the 13F portfolio, value $17,577,639.

    13F-HR 0001965176-26-000002 filed by STEVENS CAPITAL PARTNERS
    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 113,989 shares
    Change vs previous 13F +2,260 shares

    4.44% of the 13F portfolio, value $16,949,067.

    13F-HR 0001965176-26-000001 filed by STEVENS CAPITAL PARTNERS
    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 111,729 shares
    Change vs previous 13F +2,676 shares

    4.86% of the 13F portfolio, value $16,273,303.

    13F-HR 0001965176-25-000002 filed by STEVENS CAPITAL PARTNERS
    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 109,053 shares
    Change vs previous 13F -884 shares

    5.4% of the 13F portfolio, value $15,072,220.

    13F-HR 0001085146-25-004965 filed by STEVENS CAPITAL PARTNERS
    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 109,937 shares
    Change vs previous 13F -14,278 shares

    6.3% of the 13F portfolio, value $13,413,370.

    13F-HR 0001085146-25-002549 filed by STEVENS CAPITAL PARTNERS
    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 124,215 shares
    Change vs previous 13F +561 shares

    7.23% of the 13F portfolio, value $15,976,554.

    13F-HR 0001085146-25-000738 filed by STEVENS CAPITAL PARTNERS
    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 123,654 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $15,533,445.

    13F-HR 0001085146-24-005223 filed by STEVENS CAPITAL PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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