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True Link Financial Advisors, LLC: ITOT position timeline

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

True Link Financial Advisors, LLC held 703,778 ITOT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 703,778 shares
    Change vs previous 13F -38,879 shares

    6.69% of the 13F portfolio, value $115,609,640.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 742,657 shares
    Change vs previous 13F -33,737 shares

    6.53% of the 13F portfolio, value $105,776,660.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 776,394 shares
    Change vs previous 13F -289,397 shares

    7.01% of the 13F portfolio, value $115,442,049.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 1,065,791 shares
    Change vs previous 13F +6,614 shares

    9.99% of the 13F portfolio, value $155,232,484.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, LLC
    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 1,059,177 shares
    Change vs previous 13F +98,930 shares

    9.87% of the 13F portfolio, value $143,031,285.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, LLC
    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 960,247 shares
    Change vs previous 13F +30,699 shares

    8.74% of the 13F portfolio, value $117,159,757.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, LLC
    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 929,548 shares
    Change vs previous 13F +13,918 shares

    10.04% of the 13F portfolio, value $119,558,485.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, LLC
    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 915,630 shares
    Change vs previous 13F not available

    9.77% of the 13F portfolio, value $115,021,462.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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