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McCartney Wealth Management LLC: TIP position timeline

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

McCartney Wealth Management LLC held 10,676 TIP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,676 shares
    Change vs previous 13F +226 shares

    0.89% of the 13F portfolio, value $1,168,275.

    13F-HR 0002110693-26-000003 filed by McCartney Wealth Management 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 10,450 shares
    Change vs previous 13F +320 shares

    0.97% of the 13F portfolio, value $1,153,262.

    13F-HR 0002110693-26-000002 filed by McCartney Wealth Management 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 10,130 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,113,388.

    13F-HR 0002110693-26-000001 filed by McCartney Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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