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Disclosery

TD Capital Management LLC: IP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD Capital Management LLC on IP, newest first. How the timeline and the estimate are built.

TD Capital Management LLC held 8,085 IP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,085 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $308,046.

    13F-HR 0001483824-26-000004 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,065 shares
    Change vs previous 13F +3,026 shares

    0.03% of the 13F portfolio, value $287,934.

    13F-HR 0001483824-26-000003 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,039 shares
    Change vs previous 13F -5,134 shares

    0.02% of the 13F portfolio, value $198,484.

    13F-HR 0001483824-26-000002 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,173 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $472,048.

    13F-HR 0001483824-25-000007 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,170 shares
    Change vs previous 13F +178 shares

    0.04% of the 13F portfolio, value $476,245.

    13F-HR 0001483824-25-000004 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,992 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $533,070.

    13F-HR 0001483824-25-000003 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,992 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $537,754.

    13F-HR 0001483824-25-000002 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,991 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $488,084.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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