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Three Arch Wealth Management LLC: ITOT position timeline

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

Three Arch Wealth Management LLC held 13,044 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 13,044 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $2,142,738.

    13F-HR 0001951757-26-001131 filed by Three Arch Wealth 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 13,044 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,857,857.

    13F-HR 0001951757-26-000784 filed by Three Arch Wealth 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 13,044 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,939,512.

    13F-HR 0001951757-26-000424 filed by Three Arch Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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