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Disclosery

Westmount Partners, LLC: ITOT position timeline

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

Westmount Partners, LLC held 11,350 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,350 shares
    Change vs previous 13F +415 shares

    0.41% of the 13F portfolio, value $1,864,490.

    13F-HR 0002051491-26-000004 filed by Westmount Partners, 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 10,935 shares
    Change vs previous 13F +21 shares

    0.38% of the 13F portfolio, value $1,557,426.

    13F-HR 0002051491-26-000003 filed by Westmount Partners, 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 10,914 shares
    Change vs previous 13F +130 shares

    0.4% of the 13F portfolio, value $1,622,738.

    13F-HR 0002051491-26-000001 filed by Westmount Partners, 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 10,784 shares
    Change vs previous 13F +102 shares

    0.41% of the 13F portfolio, value $1,576,351.

    13F-HR 0002051491-25-000017 filed by Westmount Partners, 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 10,682 shares
    Change vs previous 13F +27 shares

    0.4% of the 13F portfolio, value $1,442,440.

    13F-HR 0002051491-25-000015 filed by Westmount Partners, 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 10,655 shares
    Change vs previous 13F +26 shares

    0.4% of the 13F portfolio, value $1,300,013.

    13F-HR 0002051491-25-000013 filed by Westmount Partners, 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 10,629 shares
    Change vs previous 13F +33 shares

    0.42% of the 13F portfolio, value $1,367,092.

    13F-HR 0002051491-25-000002 filed by Westmount Partners, 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 10,596 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,331,122.

    13F-HR 0002051491-25-000001 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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