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Whitaker-Myers Wealth Managers, LTD.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on ITOT, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 8,715 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 8,715 shares
    Change vs previous 13F +1,105 shares

    0.24% of the 13F portfolio, value $1,449,088.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,610 shares
    Change vs previous 13F -829 shares

    0.21% of the 13F portfolio, value $1,250,117.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 8,439 shares
    Change vs previous 13F +115 shares

    0.24% of the 13F portfolio, value $1,201,994.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    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 8,324 shares
    Change vs previous 13F +22 shares

    0.26% of the 13F portfolio, value $1,237,694.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    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 8,302 shares
    Change vs previous 13F -1,449 shares

    0.26% of the 13F portfolio, value $1,209,142.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    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 9,751 shares
    Change vs previous 13F -2,176 shares

    0.33% of the 13F portfolio, value $1,316,794.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    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 11,927 shares
    Change vs previous 13F -2,105 shares

    0.41% of the 13F portfolio, value $1,455,270.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    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 14,032 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,804,857.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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