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SWEENEY & MICHEL, LLC: ITOT position timeline

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

SWEENEY & MICHEL, LLC held 196,749 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,749 shares
    Change vs previous 13F -1,664 shares

    8.76% of the 13F portfolio, value $33,364,676.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 198,413 shares
    Change vs previous 13F +2,716 shares

    8.77% of the 13F portfolio, value $29,827,453.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 195,697 shares
    Change vs previous 13F +10,223 shares

    8.74% of the 13F portfolio, value $29,624,629.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 185,474 shares
    Change vs previous 13F +1,209 shares

    8.9% of the 13F portfolio, value $26,483,828.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 184,265 shares
    Change vs previous 13F +5,247 shares

    8.93% of the 13F portfolio, value $25,131,853.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 179,018 shares
    Change vs previous 13F +11,776 shares

    8.47% of the 13F portfolio, value $19,355,416.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 167,242 shares
    Change vs previous 13F not available

    8.45% of the 13F portfolio, value $21,433,694.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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