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TOBIAS FINANCIAL ADVISORS, INC.: ITA position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 1,155 ITA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,155 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $280,101.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 1,155 shares
    Change vs previous 13F +82 shares

    0.04% of the 13F portfolio, value $252,737.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 1,073 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $230,428.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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