Skip to content
Disclosery

Successful Portfolios LLC: ITOT position timeline

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

Successful Portfolios LLC held 5,413 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,413 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $915,170.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,412 shares
    Change vs previous 13F +61 shares

    0.42% of the 13F portfolio, value $895,776.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,351 shares
    Change vs previous 13F +35 shares

    0.42% of the 13F portfolio, value $760,888.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,316 shares
    Change vs previous 13F +1,316 shares

    0.41% of the 13F portfolio, value $807,099.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,000 shares
    Change vs previous 13F +920 shares

    0.34% of the 13F portfolio, value $582,669.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,080 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $415,948.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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