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Disclosery

Wedmont Private Capital: ITOT position timeline

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

Wedmont Private Capital held 53,060 ITOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,060 shares
    Change vs previous 13F +8,533 shares

    0.21% of the 13F portfolio, value $8,944,878.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,527 shares
    Change vs previous 13F -1,816 shares

    0.2% of the 13F portfolio, value $7,371,374.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 46,343 shares
    Change vs previous 13F -2,008 shares

    0.22% of the 13F portfolio, value $6,862,055.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 48,351 shares
    Change vs previous 13F +14,918 shares

    0.25% of the 13F portfolio, value $7,291,769.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 33,433 shares
    Change vs previous 13F +130 shares

    0.18% of the 13F portfolio, value $4,891,915.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 33,303 shares
    Change vs previous 13F +497 shares

    0.19% of the 13F portfolio, value $4,549,806.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 32,806 shares
    Change vs previous 13F +1,950 shares

    0.2% of the 13F portfolio, value $3,805,123.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 30,856 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,933,546.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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