Skip to content
Disclosery

Vision Retirement, LLC: ITA position timeline

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

Vision Retirement, LLC held 8,414 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 8,414 shares
    Change vs previous 13F -23 shares

    0.49% of the 13F portfolio, value $2,039,653.

    13F-HR 0002069023-26-000003 filed by Vision Retirement, 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 8,437 shares
    Change vs previous 13F +103 shares

    0.52% of the 13F portfolio, value $1,845,688.

    13F-HR 0002069023-26-000001 filed by Vision Retirement, 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 8,334 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,789,233.

    13F-HR 0002069023-26-000002 filed by Vision Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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