Skip to content
Disclosery

MinichMacGregor Wealth Management, LLC: ITA position timeline

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

MinichMacGregor Wealth Management, LLC held 68,882 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,882 shares
    Change vs previous 13F -59,686 shares

    2.53% of the 13F portfolio, value $16,698,488.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, 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 128,568 shares
    Change vs previous 13F +23,723 shares

    4.96% of the 13F portfolio, value $28,124,370.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor 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 ended2025-12-31
    13F 104,845 shares
    Change vs previous 13F -365 shares

    4.08% of the 13F portfolio, value $22,509,305.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor 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 ended2025-09-30
    13F 105,210 shares
    Change vs previous 13F +20,823 shares

    4.29% of the 13F portfolio, value $22,014,153.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor 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 ended2025-06-30
    13F 84,387 shares
    Change vs previous 13F +1,131 shares

    3.4% of the 13F portfolio, value $15,918,764.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor 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 ended2025-03-31
    13F 83,256 shares
    Change vs previous 13F +8,441 shares

    2.86% of the 13F portfolio, value $12,746,601.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor 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 ended2024-12-31
    13F 74,815 shares
    Change vs previous 13F -648 shares

    2.26% of the 13F portfolio, value $10,874,400.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor 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 ended2024-09-30
    13F 75,463 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $11,292,426.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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