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Disclosery

MONEYWISE, INC.: TPIF position timeline

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

MONEYWISE, INC. held 11,130 TPIF 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 11,130 shares
    Change vs previous 13F -105 shares

    0.15% of the 13F portfolio, value $415,250.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 11,235 shares
    Change vs previous 13F -97,751 shares

    0.18% of the 13F portfolio, value $404,914.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 108,986 shares
    Change vs previous 13F +29,203 shares

    1.57% of the 13F portfolio, value $3,779,623.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 79,783 shares
    Change vs previous 13F +2,199 shares

    1.2% of the 13F portfolio, value $2,663,141.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 77,584 shares
    Change vs previous 13F +52,397 shares

    1.17% of the 13F portfolio, value $2,505,481.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 25,187 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $724,140.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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