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MRWM Advisors, LLC: TIP position timeline

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

MRWM Advisors, LLC held 38,959 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,959 shares
    Change vs previous 13F -1,387 shares

    1.75% of the 13F portfolio, value $4,263,283.

    13F-HR 0001754960-26-000660 filed by MRWM Advisors, 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 40,346 shares
    Change vs previous 13F -2,229 shares

    2.41% of the 13F portfolio, value $4,452,584.

    13F-HR 0001754960-26-000284 filed by MRWM Advisors, 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 42,575 shares
    Change vs previous 13F +246 shares

    2.51% of the 13F portfolio, value $4,679,418.

    13F-HR 0001754960-26-000115 filed by MRWM Advisors, 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 42,329 shares
    Change vs previous 13F -538 shares

    2.68% of the 13F portfolio, value $4,707,831.

    13F-HR 0001754960-25-000717 filed by MRWM Advisors, 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 42,867 shares
    Change vs previous 13F -1,188 shares

    2.95% of the 13F portfolio, value $4,717,085.

    13F-HR 0001754960-25-000620 filed by MRWM Advisors, 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 44,055 shares
    Change vs previous 13F -5,056 shares

    3.4% of the 13F portfolio, value $4,894,070.

    13F-HR 0001754960-25-000621 filed by MRWM Advisors, 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 49,111 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $5,232,777.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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