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RTD Financial Advisors, Inc.: TIP position timeline

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

RTD Financial Advisors, Inc. held 143,239 TIP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 143,239 shares
    Change vs previous 13F +821 shares

    1.63% of the 13F portfolio, value $14,902,606.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 142,418 shares
    Change vs previous 13F +2,209 shares

    1.7% of the 13F portfolio, value $15,584,777.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 140,209 shares
    Change vs previous 13F +4,248 shares

    1.9% of the 13F portfolio, value $15,473,451.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 135,961 shares
    Change vs previous 13F +5,736 shares

    1.82% of the 13F portfolio, value $14,943,467.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 130,225 shares
    Change vs previous 13F +2,566 shares

    1.74% of the 13F portfolio, value $14,483,593.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 127,659 shares
    Change vs previous 13F -2,903 shares

    1.8% of the 13F portfolio, value $14,047,565.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 130,562 shares
    Change vs previous 13F +4,248 shares

    1.95% of the 13F portfolio, value $14,504,094.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 126,314 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $13,458,793.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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