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Disclosery

Fairway Wealth LLC: TIPZ position timeline

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

Fairway Wealth LLC held 7,486 TIPZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,486 shares
    Change vs previous 13F +249 shares

    0.09% of the 13F portfolio, value $391,680.

    13F-HR 0002019393-26-000003 filed by Fairway Wealth 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 7,237 shares
    Change vs previous 13F +401 shares

    0.1% of the 13F portfolio, value $384,574.

    13F-HR 0002019393-26-000002 filed by Fairway Wealth LLC
    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 6,836 shares
    Change vs previous 13F +540 shares

    0.1% of the 13F portfolio, value $358,001.

    13F-HR 0002019393-26-000001 filed by Fairway Wealth LLC
    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 6,296 shares
    Change vs previous 13F -1,174 shares

    0.09% of the 13F portfolio, value $338,286.

    13F-HR 0002019393-25-000007 filed by Fairway Wealth LLC
    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 7,470 shares
    Change vs previous 13F -142 shares

    0.13% of the 13F portfolio, value $397,852.

    13F-HR 0002019393-25-000003 filed by Fairway Wealth LLC
    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 7,612 shares
    Change vs previous 13F +902 shares

    0.15% of the 13F portfolio, value $410,535.

    13F-HR 0002019393-25-000002 filed by Fairway Wealth LLC
    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 6,710 shares
    Change vs previous 13F +1,213 shares

    0.16% of the 13F portfolio, value $347,712.

    13F-HR 0002019393-25-000001 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,497 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $297,393.

    13F-HR 0002019393-24-000005 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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