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Disclosery

tru Independence LLC: ITOT position timeline

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

tru Independence LLC held 1,718 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,718 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $282,237.

    13F-HR 0001785445-26-000003 filed by tru Independence 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 1,717 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $244,518.

    13F-HR 0001785445-26-000002 filed by tru Independence 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 1,716 shares
    Change vs previous 13F -673 shares

    0.06% of the 13F portfolio, value $255,083.

    13F-HR 0001785445-26-000001 filed by tru Independence LLC
    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 2,389 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $347,925.

    13F-HR 0001785445-25-000011 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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