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Disclosery

&PARTNERS: TDIV position timeline

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

&PARTNERS held 238,721 TDIV 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 238,721 shares
    Change vs previous 13F -11,014 shares

    0.11% of the 13F portfolio, value $27,475,325.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 249,735 shares
    Change vs previous 13F -166,131 shares

    0.12% of the 13F portfolio, value $23,416,179.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 415,866 shares
    Change vs previous 13F +1,382 shares

    0.21% of the 13F portfolio, value $40,082,577.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 414,484 shares
    Change vs previous 13F -4,804 shares

    0.26% of the 13F portfolio, value $40,863,339.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 419,288 shares
    Change vs previous 13F +366,275 shares

    0.29% of the 13F portfolio, value $37,818,717.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 53,013 shares
    Change vs previous 13F +7,373 shares

    0.04% of the 13F portfolio, value $3,890,639.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 45,640 shares
    Change vs previous 13F +5,038 shares

    0.04% of the 13F portfolio, value $3,627,896.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 40,602 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,260,352.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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