SFG Wealth Management, LLC.: ITA position timeline

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

SFG Wealth Management, LLC. held 1,179 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 1,179 shares
Change vs previous 13F +100 shares
0.1% of the 13F portfolio, value $285,813.
13F-HR 0001908914-26-000005 filed by SFG Wealth Management, LLC.
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,079 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $236,033.
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).