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Successful Portfolios LLC: STIP position timeline

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

Successful Portfolios LLC held 16,932 STIP 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 16,932 shares
    Change vs previous 13F +29 shares

    0.78% of the 13F portfolio, value $1,692,350.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,903 shares
    Change vs previous 13F +1,174 shares

    0.8% of the 13F portfolio, value $1,713,036.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    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 15,729 shares
    Change vs previous 13F -130 shares

    0.9% of the 13F portfolio, value $1,626,600.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,859 shares
    Change vs previous 13F -77 shares

    0.83% of the 13F portfolio, value $1,625,396.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,936 shares
    Change vs previous 13F +692 shares

    0.96% of the 13F portfolio, value $1,647,161.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,244 shares
    Change vs previous 13F +121 shares

    0.96% of the 13F portfolio, value $1,568,760.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    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 15,123 shares
    Change vs previous 13F -663 shares

    1.06% of the 13F portfolio, value $1,564,817.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,786 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,588,115.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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