EQ WEALTH ADVISORS, LLC: TIP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EQ WEALTH ADVISORS, LLC on TIP, newest first. How the timeline and the estimate are built.
EQ WEALTH ADVISORS, LLC held 3,887 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,887 sharesChange vs previous 13F -8 shares
0.23% of the 13F portfolio, value $425,354.
13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,895 sharesChange vs previous 13F -109 shares
0.25% of the 13F portfolio, value $429,852.
13F-HR 0001986152-26-000052 filed by EQ WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,004 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $440,080.
13F-HR 0001986152-26-000004 filed by EQ WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,004 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $445,325.
13F-HR 0002047572-25-000002 filed by EQ WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,004 sharesChange vs previous 13F -157 shares
0.3% of the 13F portfolio, value $440,600.
13F-HR 0001986152-25-000049 filed by EQ WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,161 sharesChange vs previous 13F +1,012 shares
0.37% of the 13F portfolio, value $462,245.
13F-HR 0001986152-25-000029 filed by EQ WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,149 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $335,526.
13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).