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Disclosery

Strategic Equity Management: ITOT position timeline

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

Strategic Equity Management held 137,333 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 137,333 shares
    Change vs previous 13F +114,988 shares

    7.58% of the 13F portfolio, value $22,559,715.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 22,345 shares
    Change vs previous 13F -611 shares

    1.2% of the 13F portfolio, value $3,182,560.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 22,956 shares
    Change vs previous 13F -1,980 shares

    1.16% of the 13F portfolio, value $3,413,384.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 24,936 shares
    Change vs previous 13F -391 shares

    1.35% of the 13F portfolio, value $3,631,974.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 25,327 shares
    Change vs previous 13F -69,346 shares

    1.26% of the 13F portfolio, value $3,420,136.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 94,673 shares
    Change vs previous 13F +4,791 shares

    4.86% of the 13F portfolio, value $11,551,037.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    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 89,882 shares
    Change vs previous 13F +26,593 shares

    4.87% of the 13F portfolio, value $11,560,625.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    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 63,289 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $7,950,331.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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