Skip to content
Disclosery

Successful Portfolios LLC: TIP position timeline

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

Successful Portfolios LLC held 3,511 TIP 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 3,511 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $365,074.

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

  2. period ended2026-06-30
    13F 3,511 shares
    Change vs previous 13F -20 shares

    0.18% of the 13F portfolio, value $379,637.

    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 3,531 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $389,674.

    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 3,531 shares
    Change vs previous 13F -35 shares

    0.2% of the 13F portfolio, value $389,046.

    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 3,566 shares
    Change vs previous 13F +800 shares

    0.23% of the 13F portfolio, value $396,611.

    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 2,766 shares
    Change vs previous 13F -20 shares

    0.19% of the 13F portfolio, value $304,371.

    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 2,786 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $309,497.

    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 2,786 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $296,848.

    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).