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Mutual Advisors, LLC: TIP position timeline

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

Mutual Advisors, LLC held 16,269 TIP 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 16,269 shares
    Change vs previous 13F -1,712 shares

    0.03% of the 13F portfolio, value $1,780,267.

    13F-HR 0001986152-26-000154 filed by Mutual 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 17,981 shares
    Change vs previous 13F +1,765 shares

    0.04% of the 13F portfolio, value $1,984,354.

    13F-HR 0001986152-26-000054 filed by Mutual 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 16,216 shares
    Change vs previous 13F -1,283 shares

    0.04% of the 13F portfolio, value $1,782,342.

    13F-HR 0001986152-26-000005 filed by Mutual 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 17,499 shares
    Change vs previous 13F -918 shares

    0.04% of the 13F portfolio, value $1,959,521.

    13F-HR 0001986152-25-000100 filed by Mutual 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 18,417 shares
    Change vs previous 13F -324 shares

    0.05% of the 13F portfolio, value $2,022,724.

    13F-HR 0001986152-25-000050 filed by Mutual 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 18,741 shares
    Change vs previous 13F -386 shares

    0.06% of the 13F portfolio, value $2,058,161.

    13F-HR 0001986152-25-000037 filed by Mutual 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 19,127 shares
    Change vs previous 13F -4,966 shares

    0.06% of the 13F portfolio, value $2,049,269.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,093 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,615,513.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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