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Stephenson & Company, Inc.: TIP position timeline

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

Stephenson & Company, Inc. held 44,915 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,915 shares
    Change vs previous 13F +4,796 shares

    2.3% of the 13F portfolio, value $4,915,046.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, Inc.
    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 40,119 shares
    Change vs previous 13F +1,812 shares

    2.4% of the 13F portfolio, value $4,427,576.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, Inc.
    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 38,307 shares
    Change vs previous 13F +2,656 shares

    2.31% of the 13F portfolio, value $4,210,365.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,651 shares
    Change vs previous 13F +2,436 shares

    2.28% of the 13F portfolio, value $3,965,104.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 33,215 shares
    Change vs previous 13F +2,838 shares

    2.22% of the 13F portfolio, value $3,654,979.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,377 shares
    Change vs previous 13F +77 shares

    2.19% of the 13F portfolio, value $3,374,581.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, Inc.
    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 30,300 shares
    Change vs previous 13F +1,835 shares

    2.17% of the 13F portfolio, value $3,228,465.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,465 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,144,529.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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