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Financial & Tax Architects, LLC: TIP position timeline

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

Financial & Tax Architects, LLC held 33,111 TIP 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 33,111 shares
    Change vs previous 13F -5,030 shares

    0.76% of the 13F portfolio, value $3,623,385.

    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 38,141 shares
    Change vs previous 13F -4,972 shares

    0.94% of the 13F portfolio, value $4,209,201.

    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 43,113 shares
    Change vs previous 13F -9,057 shares

    1.06% of the 13F portfolio, value $4,738,593.

    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 52,170 shares
    Change vs previous 13F -4,708 shares

    1.28% of the 13F portfolio, value $5,802,358.

    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 56,878 shares
    Change vs previous 13F -1,609 shares

    1.52% of the 13F portfolio, value $6,258,882.

    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).

  6. period ended2025-03-31
    13F 58,487 shares
    Change vs previous 13F -4,429 shares

    1.63% of the 13F portfolio, value $6,497,361.

    13F-HR 0001214659-25-007031 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).

  7. period ended2024-12-31
    13F 62,916 shares
    Change vs previous 13F +1,991 shares

    1.71% of the 13F portfolio, value $6,703,739.

    13F-HR 0001214659-25-000660 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).

  8. period ended2024-09-30
    13F 60,925 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $6,730,344.

    13F-HR 0001214659-24-018843 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).