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Bernzott Capital Advisors: TIC position timeline

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

Bernzott Capital Advisors held 726,992 TIC 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 726,992 shares
    Change vs previous 13F -76,618 shares

    2.35% of the 13F portfolio, value $5,881,365.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital 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 803,610 shares
    Change vs previous 13F +11,069 shares

    2.53% of the 13F portfolio, value $5,287,754.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital 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 792,541 shares
    Change vs previous 13F +50,353 shares

    3.81% of the 13F portfolio, value $8,012,590.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    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 742,188 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $9,878,522.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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