BigSur Wealth Management LLC: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on ITA, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 17,564 ITA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 17,564 sharesChange vs previous 13F 0 shares
0.86% of the 13F portfolio, value $3,638,910.
13F-HR 0001398344-26-018154 filed by BigSur Wealth Management LLC
Accepted , ingested - period ended2026-06-3013F 17,564 sharesChange vs previous 13F -43 shares
1.02% of the 13F portfolio, value $4,257,865.
13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,607 sharesChange vs previous 13F -5,350 shares
1.08% of the 13F portfolio, value $3,851,531.
13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,957 sharesChange vs previous 13F +14 shares
1.2% of the 13F portfolio, value $4,928,638.
13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,943 sharesChange vs previous 13F -5,010 shares
1.18% of the 13F portfolio, value $4,801,052.
13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,953 sharesChange vs previous 13F -800 shares
1.33% of the 13F portfolio, value $5,273,054.
13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,753 sharesChange vs previous 13F -142 shares
1.19% of the 13F portfolio, value $4,402,084.
13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,895 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $4,199,888.
13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).