Plotkin Financial Advisors, LLC: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plotkin Financial Advisors, LLC on ITA, newest first. How the timeline and the estimate are built.
Plotkin Financial Advisors, LLC held 1,699 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,699 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $411,871.
13F-HR 0001826394-26-000003 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,699 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $371,656.
13F-HR 0001826394-26-000002 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,699 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $364,758.
13F-HR 0001826394-26-000001 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,699 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $355,532.
13F-HR 0001826394-25-000007 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,699 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $320,499.
13F-HR 0001826394-25-000004 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,699 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $260,116.
13F-HR 0001826394-25-000003 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,699 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $246,949.
13F-HR 0001826394-25-000001 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,699 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $254,238.
13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).