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Disclosery

Sunbelt Securities, Inc.: ITOT position timeline

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

Sunbelt Securities, Inc. held 42,279 ITOT shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 42,279 shares
    Change vs previous 13F +2,916 shares

    0.38% of the 13F portfolio, value $6,021,829.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 39,363 shares
    Change vs previous 13F -1,114 shares

    0.39% of the 13F portfolio, value $5,852,890.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 40,477 shares
    Change vs previous 13F +4,174 shares

    0.41% of the 13F portfolio, value $5,895,481.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 36,303 shares
    Change vs previous 13F +10,775 shares

    0.41% of the 13F portfolio, value $4,669,280.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 25,528 shares
    Change vs previous 13F -10,775 shares

    0.28% of the 13F portfolio, value $3,114,631.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 36,303 shares
    Change vs previous 13F -1,192 shares

    0.41% of the 13F portfolio, value $4,684,557.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 37,495 shares
    Change vs previous 13F +5,239 shares

    0.46% of the 13F portfolio, value $4,710,063.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 32,256 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,831,319.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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