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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

  1. period ended2026-09-30
    13F 17,564 shares
    Change 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

  2. period ended2026-06-30
    13F 17,564 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 17,607 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 22,957 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 22,943 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 27,953 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 28,753 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 28,895 shares
    Change 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), ingested

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