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Farrell Financial LLC: TIP position timeline

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

Farrell Financial LLC held 7,029 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,029 shares
    Change vs previous 13F +79 shares

    0.42% of the 13F portfolio, value $769,172.

    13F-HR 0001754960-26-000469 filed by Farrell Financial 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 6,950 shares
    Change vs previous 13F -169 shares

    0.46% of the 13F portfolio, value $767,003.

    13F-HR 0001754960-26-000217 filed by Farrell Financial 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 7,119 shares
    Change vs previous 13F +98 shares

    0.46% of the 13F portfolio, value $782,412.

    13F-HR 0001754960-26-000026 filed by Farrell Financial 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 7,021 shares
    Change vs previous 13F -186 shares

    0.49% of the 13F portfolio, value $780,838.

    13F-HR 0001754960-25-000697 filed by Farrell Financial 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 7,207 shares
    Change vs previous 13F +247 shares

    0.53% of the 13F portfolio, value $793,097.

    13F-HR 0001754960-25-000374 filed by Farrell Financial 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 6,960 shares
    Change vs previous 13F -455 shares

    0.56% of the 13F portfolio, value $773,227.

    13F-HR 0001754960-25-000203 filed by Farrell Financial 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 7,415 shares
    Change vs previous 13F -148 shares

    0.56% of the 13F portfolio, value $790,051.

    13F-HR 0001754960-25-000042 filed by Farrell Financial 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 7,563 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $821,098.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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