Golden Bell Financial Planning LLC: TIP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Golden Bell Financial Planning LLC on TIP, newest first. How the timeline and the estimate are built.
Golden Bell Financial Planning LLC held 21,299 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 21,299 sharesChange vs previous 13F +79 shares
1.71% of the 13F portfolio, value $2,330,761.
13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,220 sharesChange vs previous 13F -68 shares
1.87% of the 13F portfolio, value $2,341,851.
13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,288 sharesChange vs previous 13F -118 shares
1.95% of the 13F portfolio, value $2,339,803.
13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,406 sharesChange vs previous 13F +445 shares
2.07% of the 13F portfolio, value $2,380,815.
13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,961 sharesChange vs previous 13F -1,126 shares
2.17% of the 13F portfolio, value $2,306,588.
13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,087 sharesChange vs previous 13F +487 shares
2.38% of the 13F portfolio, value $2,453,684.
13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,600 sharesChange vs previous 13F not available
2.31% of the 13F portfolio, value $2,301,518.
13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).