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Disclosery

Peninsula Wealth, LLC: TEAM position timeline

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

Peninsula Wealth, LLC held 5,117 TEAM shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,117 shares
    Change vs previous 13F -900 shares

    0.21% of the 13F portfolio, value $1,245,375.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 6,017 shares
    Change vs previous 13F +17 shares

    0.2% of the 13F portfolio, value $1,139,319.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 6,000 shares
    Change vs previous 13F -7 shares

    0.2% of the 13F portfolio, value $1,088,700.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 6,007 shares
    Change vs previous 13F -1 shares

    0.23% of the 13F portfolio, value $1,172,026.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 6,008 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $1,429,063.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 6,007 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,117,062.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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