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Disclosery

Monterey Private Wealth, Inc.: TXN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on TXN, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 1,207 TXN shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,207 shares
    Change vs previous 13F -9 shares

    0.06% of the 13F portfolio, value $216,853.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,216 shares
    Change vs previous 13F +45 shares

    0.08% of the 13F portfolio, value $228,096.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,171 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $241,825.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,168 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $227,167.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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