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Apex Wealth Management, LLC: TIPZ position timeline

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

Apex Wealth Management, LLC held 39,158 TIPZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,158 shares
    Change vs previous 13F +487 shares

    1.25% of the 13F portfolio, value $2,048,821.

    13F-HR 0001951757-26-001214 filed by Apex Wealth Management, 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 38,671 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,054,977.

    13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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