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Disclosery

Truepoint, Inc.: ITOT position timeline

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

Truepoint, Inc. held 283,208 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 283,208 shares
    Change vs previous 13F -37,450 shares

    0.97% of the 13F portfolio, value $46,522,636.

    13F-HR 0001765380-26-000257 filed by Truepoint, 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 320,658 shares
    Change vs previous 13F -4,142 shares

    1.02% of the 13F portfolio, value $45,671,283.

    13F-HR 0001765380-26-000192 filed by Truepoint, 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 324,800 shares
    Change vs previous 13F -2,407 shares

    1.09% of the 13F portfolio, value $48,294,542.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    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 327,207 shares
    Change vs previous 13F -2,234 shares

    1.11% of the 13F portfolio, value $47,657,689.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    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 329,441 shares
    Change vs previous 13F -407 shares

    1.11% of the 13F portfolio, value $44,487,683.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    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 329,848 shares
    Change vs previous 13F -8,587 shares

    1.09% of the 13F portfolio, value $40,244,784.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    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 338,435 shares
    Change vs previous 13F -5,211 shares

    1.17% of the 13F portfolio, value $43,529,458.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    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 343,646 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $43,168,758.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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