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Disclosery

SMI Advisory Services, LLC: TIP position timeline

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

SMI Advisory Services, LLC held 0 TIP shares at 2025-03-31 per its 13F-HR filed 2025-04-10.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -48,615 shares

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, 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 ended2024-12-31
    13F 48,615 shares
    Change vs previous 13F -2,464 shares

    1.19% of the 13F portfolio, value $5,163,899.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 51,079 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,587,544.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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