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Disclosery

NewEdge Advisors, LLC: ITA position timeline

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

NewEdge Advisors, LLC held 43,049 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,049 shares
    Change vs previous 13F -2,918 shares

    0.03% of the 13F portfolio, value $10,435,808.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 45,967 shares
    Change vs previous 13F -105,143 shares

    0.04% of the 13F portfolio, value $10,055,430.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 151,110 shares
    Change vs previous 13F -3,454 shares

    0.12% of the 13F portfolio, value $32,441,709.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 154,564 shares
    Change vs previous 13F +126,427 shares

    0.15% of the 13F portfolio, value $32,344,395.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 28,137 shares
    Change vs previous 13F +1,552 shares

    0.03% of the 13F portfolio, value $5,307,606.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 26,585 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $4,070,087.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 26,610 shares
    Change vs previous 13F +2,846 shares

    0.02% of the 13F portfolio, value $3,867,778.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 23,764 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,556,088.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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