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Disclosery

Wick Capital Partners, LLC: ITOT position timeline

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

Wick Capital Partners, LLC held 1,036,086 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,036,086 shares
    Change vs previous 13F +106,434 shares

    25.68% of the 13F portfolio, value $170,197,817.

    13F-HR 0001904388-26-000005 filed by Wick Capital 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 929,652 shares
    Change vs previous 13F +51,767 shares

    24.15% of the 13F portfolio, value $132,410,400.

    13F-HR 0001904388-26-000004 filed by Wick Capital 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/A 877,885 shares
    Change vs previous 13F +29,013 shares

    23.4% of the 13F portfolio, value $130,532,788.

    13F-HR/A 0001904388-26-000002 filed by Wick Capital 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 848,872 shares
    Change vs previous 13F +842,221 shares

    29.47% of the 13F portfolio, value $123,638,265.

    13F-HR 0001904388-25-000008 filed by Wick Capital 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 6,651 shares
    Change vs previous 13F -871,751 shares

    31.43% of the 13F portfolio, value $120,004,339.

    13F-HR 0001904388-25-000006 filed by Wick Capital 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 878,402 shares
    Change vs previous 13F -5,599 shares

    32.01% of the 13F portfolio, value $107,173,801.

    13F-HR 0001904388-25-000003 filed by Wick Capital 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/A 884,001 shares
    Change vs previous 13F +4,582 shares

    33.54% of the 13F portfolio, value $113,700,179.

    13F-HR/A 0001904388-25-000002 filed by Wick Capital 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 879,419 shares
    Change vs previous 13F not available

    35.72% of the 13F portfolio, value $110,472,569.

    13F-HR 0001904388-24-000005 filed by Wick Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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