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Tennessee Valley Asset Management Partners: ITOT position timeline

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

Tennessee Valley Asset Management Partners held 21,089 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,089 shares
    Change vs previous 13F +3,945 shares

    0.38% of the 13F portfolio, value $3,464,274.

    13F-HR 0001826790-26-000003 filed by Tennessee Valley Asset Management Partners
    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 17,144 shares
    Change vs previous 13F +5,212 shares

    0.32% of the 13F portfolio, value $2,441,771.

    13F-HR 0001826790-26-000002 filed by Tennessee Valley Asset Management Partners
    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 11,932 shares
    Change vs previous 13F +1,470 shares

    0.23% of the 13F portfolio, value $1,774,163.

    13F-HR 0001826790-26-000001 filed by Tennessee Valley Asset Management Partners
    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 10,462 shares
    Change vs previous 13F +10,462 shares

    0.21% of the 13F portfolio, value $1,523,820.

    13F-HR 0001826790-25-000006 filed by Tennessee Valley Asset Management Partners
    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 0 shares
    Change vs previous 13F -9,939 shares

    13F-HR 0001826790-25-000004 filed by Tennessee Valley Asset Management Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 9,939 shares
    Change vs previous 13F +3,004 shares

    0.2% of the 13F portfolio, value $1,212,672.

    13F-HR 0001826790-25-000002 filed by Tennessee Valley Asset Management Partners
    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 6,935 shares
    Change vs previous 13F +2,217 shares

    0.15% of the 13F portfolio, value $891,940.

    13F-HR 0001826790-25-000001 filed by Tennessee Valley Asset Management Partners
    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 4,718 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $592,652.

    13F-HR 0001826790-24-000009 filed by Tennessee Valley Asset Management Partners
    Filed (acceptance time not in the bulk data set), ingested

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