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Wade Financial Advisory, Inc: ITOT position timeline

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

Wade Financial Advisory, Inc held 92,625 ITOT shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 92,625 shares
    Change vs previous 13F +7,224 shares

    3.87% of the 13F portfolio, value $11,301,200.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 85,401 shares
    Change vs previous 13F -1,683 shares

    3.72% of the 13F portfolio, value $10,984,265.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 87,084 shares
    Change vs previous 13F -120 shares

    3.68% of the 13F portfolio, value $10,939,438.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 87,204 shares
    Change vs previous 13F -67 shares

    3.73% of the 13F portfolio, value $10,358,117.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 87,271 shares
    Change vs previous 13F -220 shares

    3.67% of the 13F portfolio, value $10,062,340.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 87,491 shares
    Change vs previous 13F -1,161 shares

    3.48% of the 13F portfolio, value $9,206,646.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 88,652 shares
    Change vs previous 13F -1,553 shares

    3.58% of the 13F portfolio, value $8,350,117.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 90,205 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $8,825,641.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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