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Towercrest Capital Management: ITOT position timeline

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

Towercrest Capital Management held 72,112 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,112 shares
    Change vs previous 13F +6,339 shares

    1.65% of the 13F portfolio, value $11,845,720.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    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 65,773 shares
    Change vs previous 13F +1,801 shares

    1.46% of the 13F portfolio, value $9,371,239.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    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 63,972 shares
    Change vs previous 13F +149 shares

    1.5% of the 13F portfolio, value $9,512,609.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    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 63,823 shares
    Change vs previous 13F +4,180 shares

    1.49% of the 13F portfolio, value $9,295,988.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    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 59,643 shares
    Change vs previous 13F +3,791 shares

    1.44% of the 13F portfolio, value $8,054,924.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    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 55,852 shares
    Change vs previous 13F -21,760 shares

    1.29% of the 13F portfolio, value $6,814,513.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital Management
    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 77,612 shares
    Change vs previous 13F -9,270 shares

    1.61% of the 13F portfolio, value $9,982,449.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital Management
    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 86,882 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $10,914,100.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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