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Disclosery

Winter & Associates, Inc.: ITOT position timeline

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

Winter & Associates, Inc. held 6,311 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,311 shares
    Change vs previous 13F -1,448 shares

    0.78% of the 13F portfolio, value $1,036,708.

    13F-HR 0002109063-26-000003 filed by Winter & Associates, 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 7,759 shares
    Change vs previous 13F -353 shares

    0.98% of the 13F portfolio, value $1,119,779.

    13F-HR 0002109063-26-000002 filed by Winter & Associates, 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 8,112 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,206,174.

    13F-HR 0002109063-26-000001 filed by Winter & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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