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Disclosery

W ADVISORS, LLC: ITOT position timeline

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

W ADVISORS, LLC held 2,878 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 2,878 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $472,769.

    13F-HR 0001172661-26-002980 filed by W 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 2,876 shares
    Change vs previous 13F -3,231 shares

    0.21% of the 13F portfolio, value $409,629.

    13F-HR 0001172661-26-001570 filed by W 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 6,107 shares
    Change vs previous 13F +195 shares

    0.46% of the 13F portfolio, value $908,050.

    13F-HR 0001172661-26-000770 filed by W 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 5,912 shares
    Change vs previous 13F +3 shares

    0.45% of the 13F portfolio, value $861,083.

    13F-HR 0001172661-25-004935 filed by W 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 5,909 shares
    Change vs previous 13F -1,974 shares

    0.46% of the 13F portfolio, value $797,952.

    13F-HR 0001172661-25-002933 filed by W 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 7,883 shares
    Change vs previous 13F +2,017 shares

    0.6% of the 13F portfolio, value $961,804.

    13F-HR 0001172661-25-001769 filed by W 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 5,866 shares
    Change vs previous 13F -242 shares

    0.47% of the 13F portfolio, value $754,485.

    13F-HR 0001172661-25-000311 filed by W 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 6,108 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $767,287.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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