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Disclosery

Wealth Group Ltd: ITOT position timeline

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

Wealth Group Ltd held 17,162 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,162 shares
    Change vs previous 13F -504 shares

    0.53% of the 13F portfolio, value $2,882,357.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,666 shares
    Change vs previous 13F +214 shares

    0.56% of the 13F portfolio, value $2,902,017.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,452 shares
    Change vs previous 13F +761 shares

    0.57% of the 13F portfolio, value $2,485,687.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,691 shares
    Change vs previous 13F -559 shares

    0.56% of the 13F portfolio, value $2,481,858.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,250 shares
    Change vs previous 13F -367 shares

    0.58% of the 13F portfolio, value $2,512,468.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,617 shares
    Change vs previous 13F +1,112 shares

    0.61% of the 13F portfolio, value $2,379,022.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,505 shares
    Change vs previous 13F +46 shares

    0.59% of the 13F portfolio, value $2,013,788.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,459 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,117,008.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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