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Sugar Maple Asset Management, LLC: ITOT position timeline

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

Sugar Maple Asset Management, LLC held 9,270 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 9,270 shares
    Change vs previous 13F -402 shares

    0.98% of the 13F portfolio, value $1,522,783.

    13F-HR 0002012673-26-000004 filed by Sugar Maple Asset Management, 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 9,672 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $1,377,583.

    13F-HR 0002012673-26-000002 filed by Sugar Maple Asset Management, 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 9,671 shares
    Change vs previous 13F +3 shares

    0.97% of the 13F portfolio, value $1,437,981.

    13F-HR 0002012673-26-000001 filed by Sugar Maple Asset Management, 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 9,668 shares
    Change vs previous 13F +2 shares

    1.01% of the 13F portfolio, value $1,408,144.

    13F-HR 0002012673-25-000005 filed by Sugar Maple Asset Management, 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 9,666 shares
    Change vs previous 13F -113 shares

    1.02% of the 13F portfolio, value $1,305,297.

    13F-HR 0002012673-25-000003 filed by Sugar Maple Asset Management, 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 9,779 shares
    Change vs previous 13F +2 shares

    0.94% of the 13F portfolio, value $1,193,136.

    13F-HR 0002012673-25-000002 filed by Sugar Maple Asset Management, 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 9,777 shares
    Change vs previous 13F +4 shares

    0.96% of the 13F portfolio, value $1,257,518.

    13F-HR 0002012673-25-000001 filed by Sugar Maple Asset Management, 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 9,773 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,227,684.

    13F-HR 0002012673-24-000002 filed by Sugar Maple Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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