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Disclosery

TD Capital Management LLC: ITOT position timeline

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

TD Capital Management LLC held 1,275,016 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,275,016 shares
    Change vs previous 13F -64,926 shares

    17.12% of the 13F portfolio, value $209,446,922.

    13F-HR 0001483824-26-000004 filed by TD Capital 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 1,339,942 shares
    Change vs previous 13F -16,125 shares

    17.17% of the 13F portfolio, value $190,848,002.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 1,356,067 shares
    Change vs previous 13F -10,410 shares

    17.89% of the 13F portfolio, value $201,633,572.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 1,366,477 shares
    Change vs previous 13F -80,096 shares

    17.92% of the 13F portfolio, value $199,027,352.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 1,446,573 shares
    Change vs previous 13F -14,590 shares

    18.44% of the 13F portfolio, value $195,345,194.

    13F-HR 0001483824-25-000004 filed by TD Capital 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 1,461,163 shares
    Change vs previous 13F -35,856 shares

    18.06% of the 13F portfolio, value $178,276,521.

    13F-HR 0001483824-25-000003 filed by TD Capital 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 1,497,019 shares
    Change vs previous 13F -27,682 shares

    19.56% of the 13F portfolio, value $192,546,565.

    13F-HR 0001483824-25-000002 filed by TD Capital 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 1,524,701 shares
    Change vs previous 13F not available

    19.18% of the 13F portfolio, value $191,532,982.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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