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Unify Financial Advisors: ITA position timeline

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

Unify Financial Advisors held 3,560 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,560 shares
    Change vs previous 13F +101 shares

    0.8% of the 13F portfolio, value $863,015.

    13F-HR 0001420506-26-001261 filed by Unify Financial Advisors
    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 3,459 shares
    Change vs previous 13F +1,131 shares

    0.79% of the 13F portfolio, value $756,656.

    13F-HR 0001420506-26-000717 filed by Unify Financial Advisors
    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 2,328 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $499,798.

    13F-HR 0001420506-26-000654 filed by Unify Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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