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Disclosery

Peninsula Wealth, LLC: TIP position timeline

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

Peninsula Wealth, LLC held 0 TIP shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -2,864 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 2,864 shares
    Change vs previous 13F -2,540 shares

    0.06% of the 13F portfolio, value $307,874.

    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).

  3. period ended2024-03-31
    13F/A 5,404 shares
    Change vs previous 13F -935 shares

    0.12% of the 13F portfolio, value $580,467.

    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).

  4. period ended2023-12-31
    13F 6,339 shares
    Change vs previous 13F -8,909 shares

    0.14% of the 13F portfolio, value $681,363.

    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).

  5. period ended2023-09-30
    13F 15,248 shares
    Change vs previous 13F +1,435 shares

    0.37% of the 13F portfolio, value $1,568,365.

    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).

  6. period ended2023-06-30
    13F 13,813 shares
    Change vs previous 13F -293 shares

    0.39% of the 13F portfolio, value $1,486,514.

    13F-HR 0001085146-23-003449 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).

  7. period ended2023-03-31
    13F 14,106 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,555,163.

    13F-HR 0001085146-23-002274 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).