Hughes Financial Services, LLC: TIP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on TIP, newest first. How the timeline and the estimate are built.
Hughes Financial Services, LLC held 24,304 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 24,304 sharesChange vs previous 13F +1,119 shares
0.35% of the 13F portfolio, value $2,659,587.
13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 23,185 sharesChange vs previous 13F -274 shares
0.39% of the 13F portfolio, value $2,558,697.
13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 23,459 sharesChange vs previous 13F +236 shares
0.4% of the 13F portfolio, value $2,578,379.
13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 23,223 sharesChange vs previous 13F +1,244 shares
0.41% of the 13F portfolio, value $2,575,895.
13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 21,979 sharesChange vs previous 13F +73 shares
0.42% of the 13F portfolio, value $2,424,284.
13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 21,906 sharesChange vs previous 13F +192 shares
0.47% of the 13F portfolio, value $2,419,518.
13F-HR 0002054465-25-000002 filed by Hughes Financial Services, 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 21,714 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $2,313,627.
13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).