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SATOVSKY ASSET MANAGEMENT LLC: STIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SATOVSKY ASSET MANAGEMENT LLC on STIP, newest first. How the timeline and the estimate are built.

SATOVSKY ASSET MANAGEMENT LLC held 2,962 STIP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,962 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $302,564.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 2,907 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $300,685.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 2,907 shares
    Change vs previous 13F +38 shares

    0.06% of the 13F portfolio, value $297,662.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 2,869 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $296,590.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT 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 2,838 shares
    Change vs previous 13F +43 shares

    0.06% of the 13F portfolio, value $292,022.

    13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT 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 2,795 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $289,165.

    13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT 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 2,791 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $280,747.

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT 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 2,773 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $280,990.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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