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Disclosery

Wealth Quarterback LLC: ITA position timeline

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

Wealth Quarterback LLC held 13,080 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,080 shares
    Change vs previous 13F +1,687 shares

    0.98% of the 13F portfolio, value $3,170,742.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 11,393 shares
    Change vs previous 13F +7,094 shares

    0.98% of the 13F portfolio, value $2,492,147.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 4,299 shares
    Change vs previous 13F -863 shares

    0.33% of the 13F portfolio, value $922,958.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,162 shares
    Change vs previous 13F +245 shares

    0.42% of the 13F portfolio, value $1,080,102.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,917 shares
    Change vs previous 13F -1,270 shares

    0.44% of the 13F portfolio, value $927,449.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,187 shares
    Change vs previous 13F -7,987 shares

    0.53% of the 13F portfolio, value $947,265.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,174 shares
    Change vs previous 13F +3,993 shares

    0.97% of the 13F portfolio, value $2,060,157.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,181 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,523,524.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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