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Disclosery

TFC Financial Management, Inc.: ITOT position timeline

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

TFC Financial Management, Inc. held 26,677 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,677 shares
    Change vs previous 13F +1,014 shares

    0.49% of the 13F portfolio, value $4,382,196.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, 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 25,663 shares
    Change vs previous 13F +12 shares

    0.45% of the 13F portfolio, value $3,655,216.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, 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 25,651 shares
    Change vs previous 13F -294 shares

    0.48% of the 13F portfolio, value $3,814,096.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, 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 25,945 shares
    Change vs previous 13F -51 shares

    0.48% of the 13F portfolio, value $3,778,893.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, 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 25,996 shares
    Change vs previous 13F +59 shares

    0.48% of the 13F portfolio, value $3,510,483.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, 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 25,937 shares
    Change vs previous 13F -61 shares

    0.48% of the 13F portfolio, value $3,164,516.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, 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 25,998 shares
    Change vs previous 13F -352 shares

    0.53% of the 13F portfolio, value $3,343,848.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, 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 26,350 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,310,118.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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