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Disclosery

Van Diest Capital, LLC: ITOT position timeline

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

Van Diest Capital, LLC held 1,365 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,365 shares
    Change vs previous 13F +1,365 shares

    0.2% of the 13F portfolio, value $224,197.

    13F-HR 0002085853-26-000926 filed by Van Diest Capital, 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 0 shares
    Change vs previous 13F -1,574 shares

    13F-HR 0002085853-26-000595 filed by Van Diest Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,574 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $234,025.

    13F-HR 0002085853-26-000281 filed by Van Diest Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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