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Walkner Condon Financial Advisors LLC: ITOT position timeline

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

Walkner Condon Financial Advisors LLC held 15,575 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,575 shares
    Change vs previous 13F -2,508 shares

    0.29% of the 13F portfolio, value $2,558,505.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial 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 18,083 shares
    Change vs previous 13F -2,900 shares

    0.34% of the 13F portfolio, value $2,575,562.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial 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 20,983 shares
    Change vs previous 13F -9,839 shares

    0.43% of the 13F portfolio, value $3,119,962.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial 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 30,822 shares
    Change vs previous 13F +16,496 shares

    0.71% of the 13F portfolio, value $4,489,224.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial 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 14,326 shares
    Change vs previous 13F +237 shares

    0.36% of the 13F portfolio, value $1,934,583.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial 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 14,089 shares
    Change vs previous 13F -1,059 shares

    0.35% of the 13F portfolio, value $1,718,999.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial 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 15,148 shares
    Change vs previous 13F +420 shares

    0.4% of the 13F portfolio, value $1,948,336.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial 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 14,728 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,850,131.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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