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Successful Portfolios LLC: TY position timeline

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

Successful Portfolios LLC held 14,641 TY 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 14,641 shares
    Change vs previous 13F -748 shares

    0.23% of the 13F portfolio, value $500,844.

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

  2. period ended2026-06-30
    13F 15,389 shares
    Change vs previous 13F +184 shares

    0.26% of the 13F portfolio, value $546,313.

    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 15,205 shares
    Change vs previous 13F +8 shares

    0.26% of the 13F portfolio, value $472,568.

    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 15,197 shares
    Change vs previous 13F +406 shares

    0.26% of the 13F portfolio, value $505,437.

    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 14,791 shares
    Change vs previous 13F -771 shares

    0.29% of the 13F portfolio, value $502,902.

    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 15,562 shares
    Change vs previous 13F -51 shares

    0.3% of the 13F portfolio, value $492,685.

    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 15,613 shares
    Change vs previous 13F +8 shares

    0.33% of the 13F portfolio, value $478,841.

    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 15,605 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $494,535.

    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).