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Disclosery

WealthCollab, LLC: ITOT position timeline

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

WealthCollab, LLC held 20,076 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,076 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $3,297,885.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 20,076 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $2,859,425.

    13F-HR 0002017870-26-000002 filed by WealthCollab, 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 20,076 shares
    Change vs previous 13F -240 shares

    1.22% of the 13F portfolio, value $2,985,101.

    13F-HR 0002017870-26-000001 filed by WealthCollab, 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 20,316 shares
    Change vs previous 13F +1 shares

    1.36% of the 13F portfolio, value $2,959,026.

    13F-HR 0002017870-25-000007 filed by WealthCollab, 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 20,315 shares
    Change vs previous 13F +12,390 shares

    1.54% of the 13F portfolio, value $2,743,338.

    13F-HR 0002017870-25-000005 filed by WealthCollab, 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 7,925 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $966,930.

    13F-HR 0002017870-25-000004 filed by WealthCollab, 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 7,925 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,019,314.

    13F-HR 0002017870-25-000001 filed by WealthCollab, 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 7,925 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $995,539.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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