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TILIA FIDUCIARY PARTNERS, INC.: TIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on TIP, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 3,862 TIP shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 3,862 shares
    Change vs previous 13F -354 shares

    0.19% of the 13F portfolio, value $401,849.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,216 shares
    Change vs previous 13F -335 shares

    0.22% of the 13F portfolio, value $461,319.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 4,551 shares
    Change vs previous 13F -260 shares

    0.28% of the 13F portfolio, value $502,218.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 4,811 shares
    Change vs previous 13F -311 shares

    0.29% of the 13F portfolio, value $528,789.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 5,122 shares
    Change vs previous 13F -501 shares

    0.33% of the 13F portfolio, value $569,705.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 5,623 shares
    Change vs previous 13F -574 shares

    0.38% of the 13F portfolio, value $618,723.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 6,197 shares
    Change vs previous 13F -223 shares

    0.46% of the 13F portfolio, value $688,396.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    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 6,420 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $684,037.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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