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Hillcrest Wealth Advisors - NY, LLC: TIP position timeline

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

Hillcrest Wealth Advisors - NY, LLC held 91,445 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,445 shares
    Change vs previous 13F +8,200 shares

    3.58% of the 13F portfolio, value $10,006,826.

    13F-HR 0001214659-26-008732 filed by Hillcrest Wealth Advisors - NY, 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 83,245 shares
    Change vs previous 13F +14,210 shares

    3.72% of the 13F portfolio, value $9,186,918.

    13F-HR 0001214659-26-005142 filed by Hillcrest Wealth Advisors - NY, 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 69,035 shares
    Change vs previous 13F +19,075 shares

    3.27% of the 13F portfolio, value $7,587,637.

    13F-HR 0001214659-26-000335 filed by Hillcrest Wealth Advisors - NY, 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 49,960 shares
    Change vs previous 13F -3,125 shares

    2.5% of the 13F portfolio, value $5,556,551.

    13F-HR 0001214659-25-015074 filed by Hillcrest Wealth Advisors - NY, 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 53,085 shares
    Change vs previous 13F -2,125 shares

    2.75% of the 13F portfolio, value $5,841,473.

    13F-HR 0001214659-25-010741 filed by Hillcrest Wealth Advisors - NY, 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 55,210 shares
    Change vs previous 13F -17,350 shares

    3.04% of the 13F portfolio, value $6,133,279.

    13F-HR 0001214659-25-006208 filed by Hillcrest Wealth Advisors - NY, 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 72,560 shares
    Change vs previous 13F +9,025 shares

    3.67% of the 13F portfolio, value $7,731,268.

    13F-HR 0001214659-25-000974 filed by Hillcrest Wealth Advisors - NY, 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 63,535 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $7,018,711.

    13F-HR 0001214659-24-017621 filed by Hillcrest Wealth Advisors - NY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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