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Disclosery

Zega Financial, LLC: ITOT position timeline

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

Zega Financial, LLC held 4,608 ITOT shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 4,608 shares
    Change vs previous 13F -37 shares

    0.19% of the 13F portfolio, value $578,857.

    13F-HR 0001172661-24-004820 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 4,645 shares
    Change vs previous 13F +43 shares

    0.2% of the 13F portfolio, value $551,733.

    13F-HR 0001172661-24-003205 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 4,602 shares
    Change vs previous 13F -1,046 shares

    0.23% of the 13F portfolio, value $530,611.

    13F-HR 0001172661-24-002103 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 5,648 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $594,362.

    13F-HR 0001172661-24-001055 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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