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PARK AVENUE SECURITIES LLC: ITOT position timeline

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

PARK AVENUE SECURITIES LLC held 46,392 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,392 shares
    Change vs previous 13F -1,200 shares

    0.05% of the 13F portfolio, value $7,621,000.

    13F-HR 0001071640-26-000012 filed by PARK AVENUE SECURITIES 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 47,592 shares
    Change vs previous 13F +791 shares

    0.05% of the 13F portfolio, value $6,778,000.

    13F-HR 0001071640-26-000007 filed by PARK AVENUE SECURITIES 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 46,801 shares
    Change vs previous 13F +1,967 shares

    0.06% of the 13F portfolio, value $6,959,000.

    13F-HR 0001071640-26-000001 filed by PARK AVENUE SECURITIES 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 44,834 shares
    Change vs previous 13F -2,217 shares

    0.05% of the 13F portfolio, value $6,530,000.

    13F-HR 0001071640-25-000020 filed by PARK AVENUE SECURITIES 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 47,051 shares
    Change vs previous 13F +19,743 shares

    0.06% of the 13F portfolio, value $6,354,000.

    13F-HR 0001071640-25-000013 filed by PARK AVENUE SECURITIES 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 27,308 shares
    Change vs previous 13F -10,707 shares

    0.04% of the 13F portfolio, value $3,332,000.

    13F-HR 0001071640-25-000010 filed by PARK AVENUE SECURITIES 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 38,015 shares
    Change vs previous 13F +12,900 shares

    0.05% of the 13F portfolio, value $4,889,000.

    13F-HR 0001071640-25-000003 filed by PARK AVENUE SECURITIES 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 25,115 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,155,000.

    13F-HR 0001071640-24-000017 filed by PARK AVENUE SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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