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Disclosery

PITCAIRN CO: ITOT position timeline

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

PITCAIRN CO held 56,971 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,971 shares
    Change vs previous 13F +25,936 shares

    1.03% of the 13F portfolio, value $9,358,959.

    13F-HR 0001398344-26-013906 filed by Pitcairn Wealth Advisors 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 31,035 shares
    Change vs previous 13F -111 shares

    0.42% of the 13F portfolio, value $4,614,937.

    13F-HR 0001398344-26-009057 filed by Pitcairn Wealth Advisors 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 31,146 shares
    Change vs previous 13F +28,204 shares

    0.42% of the 13F portfolio, value $4,631,143.

    13F-HR 0001398344-26-003029 filed by Pitcairn Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • PITCAIRN CO: 0 shares
    • Pitcairn Wealth Advisors LLC: 31,146 shares

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

  4. period ended2025-09-30
    13F 2,942 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $428,502.

    13F-HR 0001398344-25-020811 filed by PITCAIRN CO
    Filed (acceptance time not in the bulk data set), ingested

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