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MCMORGAN & CO LLC: STIP position timeline

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

MCMORGAN & CO LLC held 128,819 STIP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,819 shares
    Change vs previous 13F +216 shares

    1.98% of the 13F portfolio, value $13,160,172.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 128,603 shares
    Change vs previous 13F +3,145 shares

    2.15% of the 13F portfolio, value $13,301,508.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 125,458 shares
    Change vs previous 13F +4,021 shares

    2.13% of the 13F portfolio, value $12,845,743.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 121,437 shares
    Change vs previous 13F +28,310 shares

    1.93% of the 13F portfolio, value $12,551,756.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 93,127 shares
    Change vs previous 13F +1,042 shares

    1.41% of the 13F portfolio, value $9,583,705.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 92,085 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $9,528,035.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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