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Disclosery

Westside Investment Management, Inc.: ITOT position timeline

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

Westside Investment Management, Inc. held 13,628 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,628 shares
    Change vs previous 13F +901 shares

    0.29% of the 13F portfolio, value $2,238,808.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 12,727 shares
    Change vs previous 13F -264 shares

    0.28% of the 13F portfolio, value $1,812,781.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 12,991 shares
    Change vs previous 13F -12 shares

    0.31% of the 13F portfolio, value $1,931,737.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 13,003 shares
    Change vs previous 13F -34 shares

    0.3% of the 13F portfolio, value $1,893,911.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 13,037 shares
    Change vs previous 13F +192 shares

    0.33% of the 13F portfolio, value $1,760,644.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 12,845 shares
    Change vs previous 13F -716 shares

    0.33% of the 13F portfolio, value $1,567,290.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 13,561 shares
    Change vs previous 13F -22 shares

    0.37% of the 13F portfolio, value $1,744,220.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 13,583 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,706,316.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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