BURNS J W & CO INC/NY: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNS J W & CO INC/NY on ITA, newest first. How the timeline and the estimate are built.

BURNS J W & CO INC/NY held 7,074 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 7,074 shares
Change vs previous 13F -111 shares
0.18% of the 13F portfolio, value $1,714,954.
13F-HR 0001047339-26-000003 filed by BURNS J W & CO INC/NY
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,185 shares
Change vs previous 13F -102 shares
0.18% of the 13F portfolio, value $1,571,782.
13F-HR 0001047339-26-000002 filed by BURNS J W & CO INC/NY
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,287 shares
Change vs previous 13F -10 shares
0.17% of the 13F portfolio, value $1,564,505.
13F-HR 0001047339-26-000001 filed by BURNS J W & CO INC/NY
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 7,297 shares
Change vs previous 13F -300 shares
0.17% of the 13F portfolio, value $1,527,027.
13F-HR 0001047339-25-000006 filed by BURNS J W & CO INC/NY
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 7,597 shares
Change vs previous 13F -415 shares
0.17% of the 13F portfolio, value $1,433,132.
13F-HR 0001047339-25-000004 filed by BURNS J W & CO INC/NY
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,012 shares
Change vs previous 13F -160 shares
0.16% of the 13F portfolio, value $1,226,661.
13F-HR 0001047339-25-000002 filed by BURNS J W & CO INC/NY
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,172 shares
Change vs previous 13F -30 shares
0.15% of the 13F portfolio, value $1,187,817.
13F-HR 0001047339-25-000001 filed by BURNS J W & CO INC/NY
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,202 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $1,227,353.
13F-HR 0001047339-24-000005 filed by BURNS J W & CO INC/NY
Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).