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WEALTHCARE CAPITAL MANAGEMENT LLC: ITOT position timeline

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

WEALTHCARE CAPITAL MANAGEMENT LLC held 80,466 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,466 shares
    Change vs previous 13F +10,713 shares

    1.25% of the 13F portfolio, value $13,218,152.

    13F-HR 0001951757-26-000978 filed by WEALTHCARE CAPITAL MANAGEMENT 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 69,753 shares
    Change vs previous 13F +15,193 shares

    0.99% of the 13F portfolio, value $9,934,921.

    13F-HR 0001951757-26-000598 filed by WEALTHCARE CAPITAL MANAGEMENT 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 54,560 shares
    Change vs previous 13F -2,171 shares

    0.81% of the 13F portfolio, value $8,112,528.

    13F-HR 0001951757-26-000231 filed by WEALTHCARE CAPITAL MANAGEMENT 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 56,731 shares
    Change vs previous 13F -4,739 shares

    0.84% of the 13F portfolio, value $8,262,871.

    13F-HR 0001951757-25-001336 filed by WEALTHCARE CAPITAL MANAGEMENT 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 61,470 shares
    Change vs previous 13F +10,393 shares

    0.88% of the 13F portfolio, value $8,300,909.

    13F-HR 0001951757-25-000906 filed by WEALTHCARE CAPITAL MANAGEMENT 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 51,077 shares
    Change vs previous 13F +7,279 shares

    0.63% of the 13F portfolio, value $6,231,905.

    13F-HR 0001951757-25-000365 filed by WEALTHCARE CAPITAL MANAGEMENT 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 43,798 shares
    Change vs previous 13F -8,145 shares

    0.57% of the 13F portfolio, value $5,633,299.

    13F-HR 0001951757-25-000038 filed by WEALTHCARE CAPITAL MANAGEMENT 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 51,943 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $6,525,080.

    13F-HR 0001951757-24-001167 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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