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Disclosery

Norris Financial Group, LLC: TPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on TPB, newest first. How the timeline and the estimate are built.

Norris Financial Group, LLC held 47,482 TPB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,482 shares
    Change vs previous 13F -342 shares

    1.6% of the 13F portfolio, value $4,026,918.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 47,824 shares
    Change vs previous 13F -1,755 shares

    1.35% of the 13F portfolio, value $4,150,672.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 49,579 shares
    Change vs previous 13F +15,438 shares

    1.83% of the 13F portfolio, value $5,374,374.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 34,141 shares
    Change vs previous 13F +1,472 shares

    1.23% of the 13F portfolio, value $3,375,179.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 32,669 shares
    Change vs previous 13F -3,415 shares

    1.01% of the 13F portfolio, value $2,475,330.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 36,084 shares
    Change vs previous 13F +1,631 shares

    1% of the 13F portfolio, value $2,144,833.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 34,453 shares
    Change vs previous 13F +187 shares

    0.97% of the 13F portfolio, value $2,070,625.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 34,266 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,478,578.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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