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Focus Partners Wealth: ITA position timeline

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

Focus Partners Wealth held 27,012 ITA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,012 shares
    Change vs previous 13F -1,370 shares

    0.01% of the 13F portfolio, value $6,548,521.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,012 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 28,382 shares
    Change vs previous 13F +701 shares

    0.01% of the 13F portfolio, value $6,208,750.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,407 shares
    • Focus Partners Advisor Solutions, LLC: 975 shares

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

  3. period ended2025-12-31
    13F 27,681 shares
    Change vs previous 13F +2,967 shares

    0.01% of the 13F portfolio, value $5,943,096.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 24,714 shares
    Change vs previous 13F +1,461 shares

    0.01% of the 13F portfolio, value $5,171,830.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 23,253 shares
    Change vs previous 13F +707 shares

    0.01% of the 13F portfolio, value $4,386,707.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 22,546 shares
    Change vs previous 13F -1,885 shares

    0.01% of the 13F portfolio, value $3,451,996.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 24,431 shares
    Change vs previous 13F +7,748 shares

    0.01% of the 13F portfolio, value $3,551,213.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,431 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 16,683 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,496,690.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,555 shares
    • Focus Partners Advisor Solutions, LLC: 2,128 shares

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