FINANCIAL LIFE ADVISORS: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on ITA, newest first. How the timeline and the estimate are built.
FINANCIAL LIFE ADVISORS held 20,433 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 20,433 sharesChange vs previous 13F +687 shares
1.41% of the 13F portfolio, value $4,953,368.
13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,746 sharesChange vs previous 13F +1,178 shares
1.35% of the 13F portfolio, value $4,319,438.
13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,568 sharesChange vs previous 13F +14,122 shares
1.23% of the 13F portfolio, value $3,986,364.
13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,446 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $930,370.
13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).