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Disclosery

BFSG, LLC: ITA position timeline

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

BFSG, LLC held 5,463 ITA 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 5,463 shares
    Change vs previous 13F +135 shares

    0.12% of the 13F portfolio, value $1,324,431.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 5,328 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,165,581.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 5,328 shares
    Change vs previous 13F -221 shares

    0.11% of the 13F portfolio, value $1,143,948.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 5,549 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,161,262.

    13F-HR 0001706836-25-000007 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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