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Successful Portfolios LLC: T position timeline

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

Successful Portfolios LLC held 14,025 T 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 14,025 shares
    Change vs previous 13F -1,465 shares

    0.16% of the 13F portfolio, value $340,158.

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

  2. period ended2026-06-30
    13F 15,490 shares
    Change vs previous 13F -1,396 shares

    0.15% of the 13F portfolio, value $326,683.

    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 16,886 shares
    Change vs previous 13F -711 shares

    0.27% of the 13F portfolio, value $487,871.

    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 17,597 shares
    Change vs previous 13F -283 shares

    0.22% of the 13F portfolio, value $422,143.

    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 17,880 shares
    Change vs previous 13F -790 shares

    0.29% of the 13F portfolio, value $504,927.

    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 18,670 shares
    Change vs previous 13F -375 shares

    0.33% of the 13F portfolio, value $540,320.

    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 19,045 shares
    Change vs previous 13F -499 shares

    0.37% of the 13F portfolio, value $538,584.

    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 19,544 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $445,016.

    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).