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MOULTON WEALTH MANAGEMENT, INC: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOULTON WEALTH MANAGEMENT, INC on ITA, newest first. How the timeline and the estimate are built.

MOULTON WEALTH MANAGEMENT, INC held 6,153 ITA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,153 shares
    Change vs previous 13F -83 shares

    0.87% of the 13F portfolio, value $1,280,081.

    13F-HR 0001754960-26-000838 filed by MOULTON WEALTH MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,236 shares
    Change vs previous 13F +1,106 shares

    1% of the 13F portfolio, value $1,521,957.

    13F-HR 0001754960-26-000394 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,130 shares
    Change vs previous 13F -4,447 shares

    0.78% of the 13F portfolio, value $1,142,938.

    13F-HR 0001754960-26-000211 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,577 shares
    Change vs previous 13F -632 shares

    2.02% of the 13F portfolio, value $2,126,124.

    13F-HR 0001754960-26-000038 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,209 shares
    Change vs previous 13F -8,838 shares

    1.55% of the 13F portfolio, value $2,136,425.

    13F-HR 0001754960-25-000644 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,047 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,559,123.

    13F-HR 0001754960-25-000323 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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