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Factor Wealth Management LTD: STIP position timeline

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

Factor Wealth Management LTD held 7,317 STIP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,317 shares
    Change vs previous 13F +822 shares

    0.11% of the 13F portfolio, value $729,497.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,495 shares
    Change vs previous 13F +60 shares

    0.1% of the 13F portfolio, value $663,489.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,435 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $665,617.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,485 shares
    Change vs previous 13F +69 shares

    0.14% of the 13F portfolio, value $663,971.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,416 shares
    Change vs previous 13F +246 shares

    0.17% of the 13F portfolio, value $663,171.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,170 shares
    Change vs previous 13F +529 shares

    0.17% of the 13F portfolio, value $634,974.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,641 shares
    Change vs previous 13F +395 shares

    0.18% of the 13F portfolio, value $583,655.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,246 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $527,788.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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