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IFP Advisors, Inc: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on ITA, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 109,759 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 109,759 shares
    Change vs previous 13F +2,375 shares

    0.48% of the 13F portfolio, value $26,607,777.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 107,384 shares
    Change vs previous 13F -6,245 shares

    0.49% of the 13F portfolio, value $23,490,250.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 113,629 shares
    Change vs previous 13F -552 shares

    0.55% of the 13F portfolio, value $24,395,010.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 114,181 shares
    Change vs previous 13F +5,707 shares

    0.62% of the 13F portfolio, value $23,893,516.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 108,474 shares
    Change vs previous 13F +74,644 shares

    0.58% of the 13F portfolio, value $20,462,619.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 33,830 shares
    Change vs previous 13F +29,371 shares

    0.16% of the 13F portfolio, value $5,179,455.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 4,459 shares
    Change vs previous 13F +1,529 shares

    0.02% of the 13F portfolio, value $648,434.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 2,930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $438,666.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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