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Arkadios Wealth Advisors: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on ITA, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 55,500 ITA 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 55,500 shares
    Change vs previous 13F -3,515 shares

    0.21% of the 13F portfolio, value $13,454,499.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 59,015 shares
    Change vs previous 13F +19,351 shares

    0.21% of the 13F portfolio, value $12,909,513.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 39,664 shares
    Change vs previous 13F +3,809 shares

    0.17% of the 13F portfolio, value $8,515,352.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 35,855 shares
    Change vs previous 13F -7,307 shares

    0.18% of the 13F portfolio, value $7,503,083.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 43,162 shares
    Change vs previous 13F +2,018 shares

    0.24% of the 13F portfolio, value $8,142,089.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 41,144 shares
    Change vs previous 13F +11,951 shares

    0.24% of the 13F portfolio, value $6,299,052.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 29,193 shares
    Change vs previous 13F -268 shares

    0.23% of the 13F portfolio, value $4,243,181.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 29,461 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,408,583.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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