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Disclosery

LPWM LLC: TIP position timeline

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

LPWM LLC held 2,840 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,840 shares
    Change vs previous 13F -21 shares

    0.07% of the 13F portfolio, value $310,781.

    13F-HR 0001951757-26-001044 filed by LPWM 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 2,861 shares
    Change vs previous 13F +120 shares

    0.08% of the 13F portfolio, value $315,740.

    13F-HR 0001951757-26-000557 filed by LPWM 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 2,741 shares
    Change vs previous 13F -308 shares

    0.08% of the 13F portfolio, value $301,263.

    13F-HR 0001951757-26-000010 filed by LPWM 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 3,049 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $339,148.

    13F-HR 0001951757-25-001174 filed by LPWM 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 3,046 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $335,226.

    13F-HR 0001951757-25-000587 filed by LPWM 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 3,046 shares
    Change vs previous 13F -2,945 shares

    0.11% of the 13F portfolio, value $338,405.

    13F-HR 0001951757-25-000345 filed by LPWM 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 5,991 shares
    Change vs previous 13F -438 shares

    0.21% of the 13F portfolio, value $638,365.

    13F-HR 0001951757-25-000018 filed by LPWM 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 6,429 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $708,090.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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