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Tortuga Wealth Management, Inc: ITOT position timeline

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

Tortuga Wealth Management, Inc held 2,396 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,396 shares
    Change vs previous 13F +127 shares

    0.3% of the 13F portfolio, value $393,702.

    13F-HR 0001172661-26-002959 filed by Tortuga Wealth 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 2,269 shares
    Change vs previous 13F +572 shares

    0.3% of the 13F portfolio, value $323,408.

    13F-HR 0001172661-26-002664 filed by Tortuga Wealth 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 1,697 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $252,437.

    13F-HR 0001172661-26-001502 filed by Tortuga Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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