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Financial & Tax Architects, LLC: TIPX position timeline

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

Financial & Tax Architects, LLC held 113,911 TIPX 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 113,911 shares
    Change vs previous 13F +31,636 shares

    0.45% of the 13F portfolio, value $2,156,335.

    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 82,275 shares
    Change vs previous 13F +26,657 shares

    0.35% of the 13F portfolio, value $1,578,857.

    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 55,618 shares
    Change vs previous 13F +10,923 shares

    0.24% of the 13F portfolio, value $1,061,191.

    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 44,695 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $862,167.

    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).