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Sylvest Advisors, LLC: ITOT position timeline

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

Sylvest Advisors, LLC held 7,871 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,871 shares
    Change vs previous 13F -50 shares

    0.58% of the 13F portfolio, value $1,292,928.

    13F-HR 0002044121-26-000003 filed by Sylvest Advisors, 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 7,921 shares
    Change vs previous 13F -101 shares

    0.6% of the 13F portfolio, value $1,128,153.

    13F-HR 0002044121-26-000002 filed by Sylvest Advisors, 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 8,022 shares
    Change vs previous 13F -159 shares

    0.64% of the 13F portfolio, value $1,192,754.

    13F-HR 0002044121-26-000001 filed by Sylvest Advisors, 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 8,181 shares
    Change vs previous 13F -141 shares

    0.64% of the 13F portfolio, value $1,191,526.

    13F-HR 0002044121-25-000006 filed by Sylvest Advisors, 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 8,322 shares
    Change vs previous 13F -1,081 shares

    0.65% of the 13F portfolio, value $1,123,769.

    13F-HR 0002044121-25-000003 filed by Sylvest Advisors, 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 9,403 shares
    Change vs previous 13F -1,019 shares

    0.72% of the 13F portfolio, value $1,147,230.

    13F-HR 0002044121-25-000002 filed by Sylvest Advisors, 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 10,422 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,340,523.

    13F-HR 0002044121-25-000001 filed by Sylvest Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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