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Sensible Financial Planning & Management, LLC.: STIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sensible Financial Planning & Management, LLC. on STIP, newest first. How the timeline and the estimate are built.

Sensible Financial Planning & Management, LLC. held 222,335 STIP shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 222,335 shares
    Change vs previous 13F +2,850 shares

    4.17% of the 13F portfolio, value $22,980,587.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & 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 ended2025-06-30
    13F 219,485 shares
    Change vs previous 13F +2,572 shares

    4.29% of the 13F portfolio, value $22,587,185.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & 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 ended2025-03-31
    13F 216,913 shares
    Change vs previous 13F +5,469 shares

    4.48% of the 13F portfolio, value $22,443,950.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & 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 ended2024-12-31
    13F 211,444 shares
    Change vs previous 13F +9,345 shares

    4.41% of the 13F portfolio, value $21,271,225.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & 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 ended2024-09-30
    13F 202,099 shares
    Change vs previous 13F +2,904 shares

    4.04% of the 13F portfolio, value $20,477,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & 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 ended2024-06-30
    13F 199,195 shares
    Change vs previous 13F +9,558 shares

    4.28% of the 13F portfolio, value $19,818,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & 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 ended2024-03-31
    13F 189,637 shares
    Change vs previous 13F +9,588 shares

    4.17% of the 13F portfolio, value $18,856,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & 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 ended2023-12-31
    13F 180,049 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $17,751,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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