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Financial & Tax Architects, LLC: STIP position timeline

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

Financial & Tax Architects, LLC held 18,453 STIP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,453 shares
    Change vs previous 13F -988 shares

    0.4% of the 13F portfolio, value $1,885,115.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 19,441 shares
    Change vs previous 13F -375 shares

    0.45% of the 13F portfolio, value $2,010,783.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 19,816 shares
    Change vs previous 13F -1,283 shares

    0.46% of the 13F portfolio, value $2,028,960.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 21,099 shares
    Change vs previous 13F +2,033 shares

    0.48% of the 13F portfolio, value $2,180,793.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 19,066 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,962,082.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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