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VestGen Advisors, LLC: ITOT position timeline

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

VestGen Advisors, LLC held 38,110 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,110 shares
    Change vs previous 13F -20 shares

    0.18% of the 13F portfolio, value $6,260,323.

    13F-HR 0002050130-26-000005 filed by VestGen 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 38,130 shares
    Change vs previous 13F +575 shares

    0.17% of the 13F portfolio, value $6,144,319.

    13F-HR 0002050130-26-000004 filed by VestGen 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 37,555 shares
    Change vs previous 13F +2,037 shares

    0.24% of the 13F portfolio, value $5,584,087.

    13F-HR 0002050130-26-000001 filed by VestGen 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 35,518 shares
    Change vs previous 13F +3,347 shares

    0.17% of the 13F portfolio, value $5,173,174.

    13F-HR 0002050130-25-000006 filed by VestGen 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 32,171 shares
    Change vs previous 13F +698 shares

    0.17% of the 13F portfolio, value $4,344,374.

    13F-HR 0002050130-25-000005 filed by VestGen 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 31,473 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,840,006.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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