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Texas Capital Bank Wealth Management Services Inc: ITOT position timeline

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

Texas Capital Bank Wealth Management Services Inc held 39,632 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,632 shares
    Change vs previous 13F -462 shares

    0.35% of the 13F portfolio, value $6,510,348.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 40,094 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $5,710,589.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 40,094 shares
    Change vs previous 13F +3,098 shares

    0.34% of the 13F portfolio, value $5,961,577.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 36,996 shares
    Change vs previous 13F +15,243 shares

    0.44% of the 13F portfolio, value $5,388,467.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,753 shares
    Change vs previous 13F +13,861 shares

    0.27% of the 13F portfolio, value $2,937,525.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 7,892 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $962,903.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,892 shares
    Change vs previous 13F +188 shares

    0.1% of the 13F portfolio, value $1,015,069.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,704 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $967,776.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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