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Talon Private Wealth, LLC: STIP position timeline

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

Talon Private Wealth, LLC held 112,479 STIP shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,479 shares
    Change vs previous 13F +1,985 shares

    1.34% of the 13F portfolio, value $11,490,702.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 110,494 shares
    Change vs previous 13F -17,932 shares

    1.52% of the 13F portfolio, value $11,428,315.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 128,426 shares
    Change vs previous 13F -20,918 shares

    1.82% of the 13F portfolio, value $13,216,312.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 149,344 shares
    Change vs previous 13F -12,524 shares

    2.06% of the 13F portfolio, value $15,396,402.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 161,868 shares
    Change vs previous 13F -49,228 shares

    3.4% of the 13F portfolio, value $16,283,906.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 211,096 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $21,388,237.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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