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Disclosery

Global Financial Private Client, LLC: ITA position timeline

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

Global Financial Private Client, LLC held 11,047 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 11,047 shares
    Change vs previous 13F +643 shares

    0.73% of the 13F portfolio, value $2,678,036.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 10,404 shares
    Change vs previous 13F +288 shares

    0.74% of the 13F portfolio, value $2,275,894.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 10,116 shares
    Change vs previous 13F -103 shares

    0.76% of the 13F portfolio, value $2,171,821.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 10,219 shares
    Change vs previous 13F +892 shares

    0.76% of the 13F portfolio, value $2,138,445.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,327 shares
    Change vs previous 13F +51 shares

    0.66% of the 13F portfolio, value $1,759,455.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,276 shares
    Change vs previous 13F -1,175 shares

    0.54% of the 13F portfolio, value $1,420,163.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,451 shares
    Change vs previous 13F +60 shares

    0.57% of the 13F portfolio, value $1,519,057.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,391 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,555,056.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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