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TRUE Private Wealth Advisors: ITOT position timeline

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

TRUE Private Wealth Advisors held 189,648 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,648 shares
    Change vs previous 13F -33,885 shares

    2.69% of the 13F portfolio, value $31,153,446.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 223,533 shares
    Change vs previous 13F -3,259 shares

    3.03% of the 13F portfolio, value $31,837,875.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 226,792 shares
    Change vs previous 13F -2,410 shares

    3.38% of the 13F portfolio, value $33,721,647.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 229,202 shares
    Change vs previous 13F -6,069 shares

    3.41% of the 13F portfolio, value $33,383,299.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 235,271 shares
    Change vs previous 13F -21,659 shares

    3.57% of the 13F portfolio, value $31,771,060.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 256,930 shares
    Change vs previous 13F -39,758 shares

    3.81% of the 13F portfolio, value $31,348,006.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 296,688 shares
    Change vs previous 13F -7,679 shares

    4.63% of the 13F portfolio, value $38,160,092.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 304,367 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $38,234,591.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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