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Disclosery

Plan Group Financial, LLC: ITA position timeline

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

Plan Group Financial, LLC held 2,414 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,414 shares
    Change vs previous 13F -3,134 shares

    0.12% of the 13F portfolio, value $585,272.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 5,548 shares
    Change vs previous 13F +1,895 shares

    0.28% of the 13F portfolio, value $1,213,668.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 3,653 shares
    Change vs previous 13F +850 shares

    0.2% of the 13F portfolio, value $784,263.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 2,803 shares
    Change vs previous 13F +100 shares

    0.16% of the 13F portfolio, value $586,556.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 2,703 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $509,894.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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